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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 | $13,569 | $78,672-82.8% | $109,163-87.6% | $85,856-84.2% |
| Participation rate | 73.1% | 68.3%+4.8pp | 75.9%-2.8pp | 69.3%+3.8pp |
| Annual return | 15.14% | 25.09%-10.0pp | 25.75%-10.6pp | 318.58%-303.4pp |
| Employer contribution / active EE | $1,707 | $2,734-37.5% | $3,723-54.1% | $2,565-33.4% |
| Participant deferral / active EE | $3,379 | $3,467-2.5% | $4,654-27.4% | $3,952-14.5% |
| Admin fee / account holder | $476 | $5,470-91.3% | $6,754-93.0% | $6,261-92.4% |