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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 | $5,009 | $57,140-91.2% | $85,240-94.1% | $80,959-93.8% |
| Participation rate | 71.6% | 56.4%+15.2pp | 67.5%+4.1pp | 67.7%+3.9pp |
| Annual return | 18.63% | 21.71%-3.1pp | 66.75%-48.1pp | 35.67%-17.0pp |
| Employer contribution / active EE | $591 | $1,802-67.2% | $2,735-78.4% | $2,757-78.6% |
| Participant deferral / active EE | $1,248 | $3,115-59.9% | $4,527-72.4% | $4,300-71.0% |
| Admin fee / account holder | $334 | $4,992-93.3% | $6,165-94.6% | $6,925-95.2% |