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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 | $7,024 | $62,583-88.8% | $76,767-90.8% | $64,173-89.1% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -7.43% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,228 | $1,832-33.0% | $2,485-50.6% | $2,381-48.4% |
| Participant deferral / active EE | $1,586 | $3,145-49.6% | $3,852-58.8% | $3,470-54.3% |
| Admin fee / account holder | $495 | $4,667-89.4% | $6,675-92.6% | $4,887-89.9% |