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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 | $14,447 | $105,623-86.3% | $87,502-83.5% | $273,972-94.7% |
| Participation rate | 91.7% | 78.2%+13.5pp | 73.8%+17.8pp | 83.0%+8.7pp |
| Annual return | 1.55% | 12.26%-10.7pp | 12.21%-10.7pp | 41.46%-39.9pp |
| Employer contribution / active EE | $519 | $3,141-83.5% | $2,550-79.7% | $4,869-89.3% |
| Participant deferral / active EE | $1,042 | $3,601-71.1% | $3,149-66.9% | $5,287-80.3% |
| Admin fee / account holder | $6,711 | $4,781+40.4% | $4,221+59.0% | $10,133-33.8% |