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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 | $9,946 | $49,249-79.8% | $70,476-85.9% | $79,852-87.5% |
| Participation rate | 92.8% | 69.2%+23.6pp | 75.1%+17.7pp | 69.6%+23.1pp |
| Annual return | 14.21% | 30.09%-15.9pp | 109.12%-94.9pp | 31.72%-17.5pp |
| Employer contribution / active EE | $620 | $2,100-70.5% | $2,738-77.4% | $2,471-74.9% |
| Participant deferral / active EE | $942 | $2,769-66.0% | $3,710-74.6% | $3,740-74.8% |
| Admin fee / account holder | $667 | $2,878-76.8% | $3,847-82.7% | $5,306-87.4% |