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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 | $6,067 | $65,712-90.8% | $57,196-89.4% | $273,972-97.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.82% | 22.01%-15.2pp | 14.59%-7.8pp | 41.46%-34.6pp |
| Employer contribution / active EE | $995 | $3,280-69.7% | $2,683-62.9% | $4,869-79.6% |
| Participant deferral / active EE | $1,447 | $3,782-61.7% | $3,096-53.3% | $5,287-72.6% |
| Admin fee / account holder | $379 | $4,838-92.2% | $3,141-87.9% | $10,133-96.3% |