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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 | $5,431 | $81,504-93.3% | $102,437-94.7% | $80,959-93.3% |
| Participation rate | 78.6% | 66.9%+11.7pp | 74.5%+4.1pp | 67.7%+10.9pp |
| Annual return | 11.91% | 25.60%-13.7pp | 24.95%-13.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $2,316 | $3,104-25.4% | $3,871-40.2% | $2,757-16.0% |
| Participant deferral / active EE | $1,999 | $3,871-48.4% | $5,060-60.5% | $4,300-53.5% |
| Admin fee / account holder | $780 | $6,719-88.4% | $8,388-90.7% | $6,925-88.7% |