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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 | $13,147 | $48,078-72.7% | $78,676-83.3% | $62,881-79.1% |
| Participation rate | 86.1% | 65.2%+20.9pp | 73.6%+12.5pp | 69.3%+16.8pp |
| Annual return | 10.76% | 31.36%-20.6pp | 62.19%-51.4pp | 20.14%-9.4pp |
| Employer contribution / active EE | $725 | $2,015-64.0% | $2,850-74.6% | $2,281-68.2% |
| Participant deferral / active EE | $1,941 | $2,587-25.0% | $3,517-44.8% | $3,203-39.4% |
| Admin fee / account holder | $611 | $3,206-80.9% | $4,510-86.5% | $4,296-85.8% |