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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 | $9,366 | $81,358-88.5% | $155,556-94.0% | $80,959-88.4% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.20% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,358 | $3,106-56.3% | $4,675-71.0% | $2,757-50.8% |
| Participant deferral / active EE | $1,531 | $3,455-55.7% | $5,631-72.8% | $4,300-64.4% |
| Admin fee / account holder | $642 | $7,994-92.0% | $15,885-96.0% | $6,925-90.7% |