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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 | $8,571 | $77,908-89.0% | $149,696-94.3% | $75,173-88.6% |
| Participation rate | 75.9% | 65.6%+10.3pp | 78.8%-2.9pp | 67.2%+8.7pp |
| Annual return | 25.55% | 31.73%-6.2pp | 134.46%-108.9pp | 160.72%-135.2pp |
| Employer contribution / active EE | $1,557 | $3,138-50.4% | $4,821-67.7% | $2,671-41.7% |
| Participant deferral / active EE | $870 | $3,411-74.5% | $5,682-84.7% | $4,126-78.9% |
| Admin fee / account holder | $1,583 | $5,950-73.4% | $13,212-88.0% | $5,651-72.0% |