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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 | $11,424 | $77,638-85.3% | $156,551-92.7% | $62,881-81.8% |
| Participation rate | 72.1% | 71.2%+0.9pp | 84.0%-11.9pp | 69.3%+2.8pp |
| Annual return | 17.06% | 50.33%-33.3pp | 32.23%-15.2pp | 20.14%-3.1pp |
| Employer contribution / active EE | $878 | $3,444-74.5% | $5,501-84.0% | $2,281-61.5% |
| Participant deferral / active EE | $3,290 | $3,046+8.0% | $4,871-32.5% | $3,203+2.7% |
| Admin fee / account holder | $973 | $5,561-82.5% | $13,028-92.5% | $4,296-77.4% |