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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 | $11,719 | $54,757-78.6% | $90,304-87.0% | $72,975-83.9% |
| Participation rate | 87.9% | 65.2%+22.7pp | 73.3%+14.6pp | 69.5%+18.4pp |
| Annual return | 23.43% | 30.63%-7.2pp | 78.13%-54.7pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,173 | $2,093-43.9% | $2,855-58.9% | $2,440-51.9% |
| Participant deferral / active EE | $2,097 | $2,887-27.4% | $3,885-46.0% | $3,608-41.9% |
| Admin fee / account holder | $1,842 | $3,973-53.6% | $5,354-65.6% | $5,124-64.0% |