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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 | $14,812 | $86,949-83.0% | $102,460-85.5% | $80,959-81.7% |
| Participation rate | 98.1% | 72.4%+25.8pp | 76.5%+21.6pp | 67.7%+30.5pp |
| Annual return | 12.07% | 18.89%-6.8pp | 29.47%-17.4pp | 35.67%-23.6pp |
| Employer contribution / active EE | $3,420 | $2,370+44.3% | $3,025+13.1% | $2,757+24.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,413 | $8,048-82.4% | $9,460-85.1% | $6,925-79.6% |