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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 | $8,916 | $81,276-89.0% | $155,574-94.3% | $80,925-89.0% |
| Participation rate | 74.3% | 66.2%+8.0pp | 78.2%-3.9pp | 67.7%+6.6pp |
| Annual return | 11.03% | 33.36%-22.3pp | 64.87%-53.8pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,071 | $3,103-65.5% | $4,676-77.1% | $2,756-61.1% |
| Participant deferral / active EE | $2,572 | $3,453-25.5% | $5,629-54.3% | $4,299-40.2% |
| Admin fee / account holder | $335 | $7,993-95.8% | $15,914-97.9% | $6,940-95.2% |