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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 | $11,488 | $54,763-79.0% | $90,324-87.3% | $72,976-84.3% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.3%+17.2pp | 69.5%+21.0pp |
| Annual return | 22.87% | 30.63%-7.8pp | 78.15%-55.3pp | 81.02%-58.1pp |
| Employer contribution / active EE | $1,061 | $2,093-49.3% | $2,856-62.9% | $2,440-56.5% |
| Participant deferral / active EE | $2,801 | $2,887-3.0% | $3,885-27.9% | $3,608-22.3% |
| Admin fee / account holder | $3,046 | $3,973-23.4% | $5,356-43.1% | $5,124-40.6% |