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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,000 | $39,132-74.4% | $57,196-82.5% | $62,881-84.1% |
| Participation rate | 82.8% | 70.5%+12.3pp | 75.3%+7.4pp | 69.3%+13.5pp |
| Annual return | 2.52% | 9.24%-6.7pp | 14.59%-12.1pp | 20.14%-17.6pp |
| Employer contribution / active EE | $438 | $1,874-76.6% | $2,683-83.7% | $2,281-80.8% |
| Participant deferral / active EE | $928 | $2,374-60.9% | $3,096-70.0% | $3,203-71.0% |
| Admin fee / account holder | $1,943 | $2,594-25.1% | $3,141-38.1% | $4,296-54.8% |