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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 | $69,590-90.6% | $136,867-95.2% | $94,015-93.0% |
| Participation rate | 84.6% | 66.3%+18.3pp | 74.5%+10.1pp | 70.8%+13.8pp |
| Annual return | 20.59% | 19.62%+1.0pp | 42.97%-22.4pp | 17.84%+2.7pp |
| Employer contribution / active EE | $651 | $2,396-72.9% | $3,547-81.7% | $2,790-76.7% |
| Participant deferral / active EE | $1,624 | $3,437-52.7% | $4,924-67.0% | $4,249-61.8% |
| Admin fee / account holder | $907 | $8,912-89.8% | $10,340-91.2% | $8,951-89.9% |