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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 | $13,626 | $81,476-83.3% | $102,383-86.7% | $80,925-83.2% |
| Participation rate | 93.9% | 66.8%+27.1pp | 74.5%+19.4pp | 67.7%+26.3pp |
| Annual return | 14.68% | 25.59%-10.9pp | 24.94%-10.3pp | 35.65%-21.0pp |
| Employer contribution / active EE | $2,050 | $3,105-34.0% | $3,870-47.0% | $2,756-25.6% |
| Participant deferral / active EE | $3,433 | $3,871-11.3% | $5,060-32.2% | $4,299-20.1% |
| Admin fee / account holder | $611 | $6,717-90.9% | $8,391-92.7% | $6,940-91.2% |