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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 | $5,506 | $153,311-96.4% | $109,313-95.0% | $273,972-98.0% |
| Participation rate | 76.2% | 80.1%-3.9pp | 71.3%+4.9pp | 83.0%-6.8pp |
| Annual return | 8.82% | 29.86%-21.0pp | 22.07%-13.2pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,431 | $5,619-74.5% | $3,892-63.2% | $4,869-70.6% |
| Participant deferral / active EE | $1,925 | $3,932-51.0% | $3,166-39.2% | $5,287-63.6% |
| Admin fee / account holder | $818 | $8,076-89.9% | $5,666-85.6% | $10,133-91.9% |