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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 | $16,071 | $117,846-86.4% | $102,434-84.3% | $145,884-89.0% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 11.99% | 31.90%-19.9pp | 29.46%-17.5pp | 551.85%-539.9pp |
| Employer contribution / active EE | $1,587 | $3,615-56.1% | $3,023-47.5% | $4,662-66.0% |
| Participant deferral / active EE | $2,933 | $5,733-48.8% | $5,055-42.0% | $6,690-56.1% |
| Admin fee / account holder | $820 | $13,356-93.9% | $9,462-91.3% | $13,392-93.9% |