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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 | $57,073-91.2% | $85,126-94.1% | $80,925-93.8% |
| Participation rate | 71.6% | 56.4%+15.2pp | 67.5%+4.1pp | 67.7%+3.9pp |
| Annual return | 18.63% | 21.69%-3.1pp | 66.63%-48.0pp | 35.65%-17.0pp |
| Employer contribution / active EE | $591 | $1,801-67.2% | $2,731-78.4% | $2,756-78.6% |
| Participant deferral / active EE | $1,248 | $3,113-59.9% | $4,523-72.4% | $4,299-71.0% |
| Admin fee / account holder | $334 | $4,988-93.3% | $6,160-94.6% | $6,940-95.2% |