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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 | $11,857 | $54,757-78.3% | $90,304-86.9% | $72,975-83.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.68% | 30.63%-11.0pp | 78.13%-58.5pp | 81.01%-61.3pp |
| Employer contribution / active EE | $352 | $2,093-83.2% | $2,855-87.7% | $2,440-85.6% |
| Participant deferral / active EE | $1,455 | $2,887-49.6% | $3,885-62.6% | $3,608-59.7% |
| Admin fee / account holder | $782 | $3,973-80.3% | $5,354-85.4% | $5,124-84.7% |