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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 | $6,552 | $61,125-89.3% | $94,057-93.0% | $87,485-92.5% |
| Participation rate | 84.6% | 64.1%+20.5pp | 73.3%+11.3pp | 68.9%+15.7pp |
| Annual return | 20.59% | 35.20%-14.6pp | 480.62%-460.0pp | 26.06%-5.5pp |
| Employer contribution / active EE | $651 | $2,136-69.6% | $2,933-77.8% | $2,596-74.9% |
| Participant deferral / active EE | $1,624 | $3,260-50.2% | $4,709-65.5% | $4,274-62.0% |
| Admin fee / account holder | $907 | $5,629-83.9% | $7,244-87.5% | $7,775-88.3% |