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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 | $8,388 | $47,944-82.5% | $67,834-87.6% | $62,881-86.7% |
| Participation rate | 100.0% | 61.1%+38.9pp | 68.8%+31.2pp | 69.3%+30.7pp |
| Annual return | 23.05% | 11.77%+11.3pp | 138.47%-115.4pp | 20.14%+2.9pp |
| Employer contribution / active EE | $944 | $1,562-39.6% | $2,403-60.7% | $2,281-58.6% |
| Participant deferral / active EE | $3,431 | $2,247+52.7% | $3,160+8.6% | $3,203+7.1% |
| Admin fee / account holder | $351 | $3,712-90.5% | $4,622-92.4% | $4,296-91.8% |