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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 | $7,723 | $78,690-90.2% | $161,489-95.2% | $87,485-91.2% |
| Participation rate | 82.9% | 67.5%+15.4pp | 78.7%+4.2pp | 68.9%+13.9pp |
| Annual return | 30.44% | 32.74%-2.3pp | 89.72%-59.3pp | 26.06%+4.4pp |
| Employer contribution / active EE | $601 | $2,588-76.8% | $4,268-85.9% | $2,596-76.9% |
| Participant deferral / active EE | $3,255 | $3,311-1.7% | $5,630-42.2% | $4,274-23.8% |
| Admin fee / account holder | $322 | $6,724-95.2% | $16,006-98.0% | $7,775-95.9% |