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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 | $11,924 | $84,236-85.8% | $170,435-93.0% | $70,126-83.0% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.12% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $678 | $3,387-80.0% | $5,432-87.5% | $2,343-71.0% |
| Participant deferral / active EE | $1,572 | $3,086-49.0% | $4,939-68.2% | $3,332-52.8% |
| Admin fee / account holder | $1,734 | $5,698-69.6% | $13,881-87.5% | $4,645-62.7% |