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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 | $24,754 | $72,492-65.9% | $87,102-71.6% | $72,983-66.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.94% | 24.46%-4.5pp | 28.19%-8.3pp | 81.01%-61.1pp |
| Employer contribution / active EE | $841 | $1,894-55.6% | $2,521-66.7% | $2,440-65.5% |
| Participant deferral / active EE | $3,315 | $3,270+1.4% | $4,048-18.1% | $3,608-8.1% |
| Admin fee / account holder | $1,187 | $5,055-76.5% | $7,491-84.2% | $5,124-76.8% |