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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 | $9,532 | $45,087-78.9% | $69,483-86.3% | $72,976-86.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.84% | 22.67%-7.8pp | 28.99%-14.1pp | 81.02%-66.2pp |
| Employer contribution / active EE | $689 | $2,055-66.5% | $2,780-75.2% | $2,440-71.8% |
| Participant deferral / active EE | $1,024 | $2,603-60.7% | $3,537-71.0% | $3,608-71.6% |
| Admin fee / account holder | $2,933 | $3,057-4.1% | $3,841-23.6% | $5,124-42.8% |