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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 | $4,862 | $80,992-94.0% | $96,534-95.0% | $75,173-93.5% |
| Participation rate | 97.5% | 71.8%+25.7pp | 76.0%+21.5pp | 67.2%+30.3pp |
| Annual return | 23.54% | 27.05%-3.5pp | 25.88%-2.3pp | 160.72%-137.2pp |
| Employer contribution / active EE | $1,823 | $2,283-20.1% | $2,965-38.5% | $2,671-31.7% |
| Participant deferral / active EE | $2,025 | $3,929-48.5% | $4,851-58.3% | $4,126-50.9% |
| Admin fee / account holder | $895 | $6,717-86.7% | $8,253-89.2% | $5,651-84.2% |