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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 | $7,086 | $81,331-91.3% | $155,534-95.4% | $80,935-91.2% |
| Participation rate | 90.3% | 66.3%+24.1pp | 78.2%+12.1pp | 67.7%+22.7pp |
| Annual return | 14.33% | 33.37%-19.0pp | 64.92%-50.6pp | 35.66%-21.3pp |
| Employer contribution / active EE | $622 | $3,105-80.0% | $4,675-86.7% | $2,757-77.4% |
| Participant deferral / active EE | $2,557 | $3,454-26.0% | $5,630-54.6% | $4,299-40.5% |
| Admin fee / account holder | $1,185 | $7,999-85.2% | $15,900-92.5% | $6,924-82.9% |