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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 | $9,744 | $64,311-84.8% | $57,356-83.0% | $125,389-92.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.81% | 25.14%-25.9pp | 24.41%-25.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $1,102 | $3,193-65.5% | $2,689-59.0% | $4,866-77.4% |
| Participant deferral / active EE | $1,799 | $3,846-53.2% | $3,162-43.1% | $5,352-66.4% |
| Admin fee / account holder | $478 | $5,243-90.9% | $3,357-85.8% | $9,541-95.0% |