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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 | $14,520 | $67,602-78.5% | $82,312-82.4% | $70,126-79.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.39% | 21.57%-5.2pp | 25.88%-9.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,740 | $1,755-0.9% | $2,428-28.4% | $2,343-25.7% |
| Participant deferral / active EE | $2,440 | $2,987-18.3% | $3,706-34.2% | $3,332-26.8% |
| Admin fee / account holder | $1,848 | $4,512-59.0% | $5,608-67.1% | $4,645-60.2% |