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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 | $16,433 | $165,890-90.1% | $155,574-89.4% | - |
| Participation rate | 83.8% | 63.3%+20.5pp | 78.2%+5.6pp | - |
| Annual return | 14.02% | 19.47%-5.5pp | 64.87%-50.8pp | - |
| Employer contribution / active EE | $1,244 | $2,522-50.7% | $4,676-73.4% | - |
| Participant deferral / active EE | $2,180 | $2,935-25.7% | $5,629-61.3% | - |
| Admin fee / account holder | $647 | $97,423-99.3% | $15,914-95.9% | - |