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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 | $7,821 | $85,171-90.8% | $172,752-95.5% | $72,975-89.3% |
| Participation rate | 82.5% | 70.1%+12.4pp | 82.6%-0.2pp | 69.5%+13.0pp |
| Annual return | 22.00% | 27.32%-5.3pp | 802.97%-781.0pp | 81.01%-59.0pp |
| Employer contribution / active EE | $598 | $3,324-82.0% | $5,144-88.4% | $2,440-75.5% |
| Participant deferral / active EE | $1,795 | $3,260-44.9% | $5,198-65.5% | $3,608-50.3% |
| Admin fee / account holder | $476 | $5,880-91.9% | $13,955-96.6% | $5,124-90.7% |