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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 | $10,045 | $85,766-88.3% | $136,298-92.6% | $70,126-85.7% |
| Participation rate | 97.5% | 74.2%+23.3pp | 81.9%+15.6pp | 69.5%+28.0pp |
| Annual return | 15.52% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,137 | $2,966-61.7% | $4,696-75.8% | $2,343-51.5% |
| Participant deferral / active EE | $2,183 | $5,051-56.8% | $6,247-65.1% | $3,332-34.5% |
| Admin fee / account holder | $391 | $5,421-92.8% | $9,244-95.8% | $4,645-91.6% |