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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 | $10,016 | $84,236-88.1% | $170,439-94.1% | $70,124-85.7% |
| Participation rate | 81.1% | 70.8%+10.3pp | 83.6%-2.5pp | 69.5%+11.5pp |
| Annual return | 12.65% | 23.06%-10.4pp | 205.94%-193.3pp | 73.14%-60.5pp |
| Employer contribution / active EE | $2,137 | $3,387-36.9% | $5,433-60.7% | $2,342-8.8% |
| Participant deferral / active EE | $1,907 | $3,086-38.2% | $4,939-61.4% | $3,332-42.8% |
| Admin fee / account holder | $1,066 | $5,698-81.3% | $13,881-92.3% | $4,645-77.1% |