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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 | $16,367 | $56,894-71.2% | $84,753-80.7% | $62,881-74.0% |
| Participation rate | 82.9% | 68.5%+14.4pp | 76.6%+6.3pp | 69.3%+13.6pp |
| Annual return | 4.95% | 6.30%-1.4pp | 22.78%-17.8pp | 20.14%-15.2pp |
| Employer contribution / active EE | $1,098 | $2,400-54.3% | $3,574-69.3% | $2,281-51.9% |
| Participant deferral / active EE | $1,342 | $2,709-50.5% | $3,712-63.9% | $3,203-58.1% |
| Admin fee / account holder | $435 | $3,581-87.9% | $5,333-91.8% | $4,296-89.9% |