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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 | $3,789 | $45,087-91.6% | $69,483-94.5% | $72,976-94.8% |
| Participation rate | 98.0% | 68.5%+29.5pp | 74.6%+23.4pp | 69.5%+28.5pp |
| Annual return | 12.45% | 22.67%-10.2pp | 28.99%-16.5pp | 81.02%-68.6pp |
| Employer contribution / active EE | $728 | $2,055-64.6% | $2,780-73.8% | $2,440-70.2% |
| Participant deferral / active EE | $0 | $2,603-100.0% | $3,537-100.0% | $3,608-100.0% |
| Admin fee / account holder | $445 | $3,057-85.4% | $3,841-88.4% | $5,124-91.3% |