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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 | $8,138 | $81,331-90.0% | $155,534-94.8% | $80,935-89.9% |
| Participation rate | 93.5% | 66.3%+27.3pp | 78.2%+15.3pp | 67.7%+25.8pp |
| Annual return | 15.34% | 33.37%-18.0pp | 64.92%-49.6pp | 35.66%-20.3pp |
| Employer contribution / active EE | $631 | $3,105-79.7% | $4,675-86.5% | $2,757-77.1% |
| Participant deferral / active EE | $3,226 | $3,454-6.6% | $5,630-42.7% | $4,299-25.0% |
| Admin fee / account holder | $1,391 | $7,999-82.6% | $15,900-91.3% | $6,924-79.9% |