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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 | $17,867 | $81,208-78.0% | $98,920-81.9% | $79,852-77.6% |
| Participation rate | 91.7% | 72.5%+19.2pp | 76.0%+15.6pp | 69.6%+22.0pp |
| Annual return | 27.14% | 60.99%-33.9pp | 196.47%-169.3pp | 31.72%-4.6pp |
| Employer contribution / active EE | $1,760 | $1,960-10.2% | $2,689-34.6% | $2,471-28.8% |
| Participant deferral / active EE | $2,951 | $3,265-9.6% | $4,245-30.5% | $3,740-21.1% |
| Admin fee / account holder | $395 | $6,013-93.4% | $6,643-94.1% | $5,306-92.6% |