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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 | $10,245 | $48,078-78.7% | $78,676-87.0% | $62,881-83.7% |
| Participation rate | 92.3% | 65.2%+27.1pp | 73.6%+18.7pp | 69.3%+23.0pp |
| Annual return | 4.55% | 31.36%-26.8pp | 62.19%-57.6pp | 20.14%-15.6pp |
| Employer contribution / active EE | $1,787 | $2,015-11.3% | $2,850-37.3% | $2,281-21.7% |
| Participant deferral / active EE | $1,906 | $2,587-26.3% | $3,517-45.8% | $3,203-40.5% |
| Admin fee / account holder | $617 | $3,206-80.8% | $4,510-86.3% | $4,296-85.6% |