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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 | $27,227 | $87,132-68.8% | $105,624-74.2% | $80,959-66.4% |
| Participation rate | 86.7% | 70.4%+16.2pp | 75.3%+11.4pp | 67.7%+19.0pp |
| Annual return | 20.83% | 17.03%+3.8pp | 116.20%-95.4pp | 35.67%-14.8pp |
| Employer contribution / active EE | $1,538 | $2,397-35.8% | $3,168-51.5% | $2,757-44.2% |
| Participant deferral / active EE | $2,747 | $3,985-31.1% | $5,013-45.2% | $4,300-36.1% |
| Admin fee / account holder | $812 | $8,449-90.4% | $10,961-92.6% | $6,925-88.3% |