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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 | $3,158 | $52,306-94.0% | $69,779-95.5% | $62,881-95.0% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 9.69% | 13.35%-3.7pp | 12.99%-3.3pp | 20.14%-10.5pp |
| Employer contribution / active EE | $919 | $1,799-48.9% | $2,338-60.7% | $2,281-59.7% |
| Participant deferral / active EE | $1,127 | $2,395-52.9% | $2,931-61.5% | $3,203-64.8% |
| Admin fee / account holder | $413 | $3,691-88.8% | $4,381-90.6% | $4,296-90.4% |