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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 | $12,386 | $209,374-94.1% | $204,484-93.9% | $479,618-97.4% |
| Participation rate | 86.4% | 90.3%-4.0pp | 87.2%-0.9pp | 89.3%-3.0pp |
| Annual return | 6.95% | 0.62%+6.3pp | 1.17%+5.8pp | 101.32%-94.4pp |
| Employer contribution / active EE | $710 | $3,026-76.5% | $3,236-78.1% | $22,484-96.8% |
| Participant deferral / active EE | $1,950 | $10,567-81.6% | $9,535-79.6% | $7,699-74.7% |
| Admin fee / account holder | $6,443 | $3,921+64.3% | $4,140+55.6% | $12,520-48.5% |