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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 | $24,500 | $86,949-71.8% | $102,460-76.1% | $80,959-69.7% |
| Participation rate | 81.8% | 72.4%+9.4pp | 76.5%+5.3pp | 67.7%+14.2pp |
| Annual return | 15.28% | 18.89%-3.6pp | 29.47%-14.2pp | 35.67%-20.4pp |
| Employer contribution / active EE | $1,205 | $2,370-49.2% | $3,025-60.2% | $2,757-56.3% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,833 | $8,048-77.2% | $9,460-80.6% | $6,925-73.5% |