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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 | $17,852 | $106,864-83.3% | $147,318-87.9% | $82,637-78.4% |
| Participation rate | 75.8% | 75.5%+0.3pp | 82.1%-6.3pp | 68.1%+7.7pp |
| Annual return | 18.80% | 27.49%-8.7pp | 70.43%-51.6pp | 53.51%-34.7pp |
| Employer contribution / active EE | $1,818 | $3,417-46.8% | $4,593-60.4% | $2,552-28.8% |
| Participant deferral / active EE | $2,653 | $6,496-59.2% | $7,906-66.4% | $4,126-35.7% |
| Admin fee / account holder | $1,424 | $8,415-83.1% | $13,708-89.6% | $7,339-80.6% |