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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 | $4,157 | $58,099-92.8% | $76,902-94.6% | $75,177-94.5% |
| Participation rate | 96.8% | 63.9%+32.9pp | 69.6%+27.2pp | 67.2%+29.6pp |
| Annual return | 24.48% | 26.71%-2.2pp | 37.91%-13.4pp | 160.75%-136.3pp |
| Employer contribution / active EE | $1,273 | $1,996-36.2% | $2,534-49.8% | $2,671-52.3% |
| Participant deferral / active EE | $1,198 | $2,999-60.1% | $3,833-68.8% | $4,126-71.0% |
| Admin fee / account holder | $834 | $4,778-82.5% | $5,479-84.8% | $5,651-85.2% |