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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 | $7,131 | $61,605-88.4% | $112,273-93.6% | $75,173-90.5% |
| Participation rate | 84.4% | 61.7%+22.8pp | 72.4%+12.0pp | 67.2%+17.2pp |
| Annual return | 30.77% | 28.47%+2.3pp | 30.23%+0.5pp | 160.72%-129.9pp |
| Employer contribution / active EE | $1,546 | $2,015-23.3% | $3,431-55.0% | $2,671-42.1% |
| Participant deferral / active EE | $2,633 | $3,108-15.3% | $4,800-45.1% | $4,126-36.2% |
| Admin fee / account holder | $331 | $4,862-93.2% | $7,752-95.7% | $5,651-94.1% |