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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 | $12,542 | $55,713-77.5% | $75,894-83.5% | $72,983-82.8% |
| Participation rate | 87.8% | 61.1%+26.7pp | 69.3%+18.5pp | 69.5%+18.3pp |
| Annual return | 26.30% | 27.60%-1.3pp | 30.76%-4.5pp | 81.01%-54.7pp |
| Employer contribution / active EE | $1,237 | $1,687-26.7% | $2,501-50.5% | $2,440-49.3% |
| Participant deferral / active EE | $2,237 | $2,634-15.1% | $3,603-37.9% | $3,608-38.0% |
| Admin fee / account holder | $1,266 | $3,980-68.2% | $5,420-76.6% | $5,124-75.3% |