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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 | $11,326 | $86,050-86.8% | $189,758-94.0% | $94,015-88.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 13.42% | 17.77%-4.4pp | 52.62%-39.2pp | 17.84%-4.4pp |
| Employer contribution / active EE | $486 | $2,819-82.8% | $4,767-89.8% | $2,790-82.6% |
| Participant deferral / active EE | $2,060 | $3,349-38.5% | $5,856-64.8% | $4,249-51.5% |
| Admin fee / account holder | $3,363 | $6,627-49.3% | $20,388-83.5% | $8,951-62.4% |