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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 | $13,112 | $48,078-72.7% | $78,676-83.3% | $62,881-79.1% |
| Participation rate | 91.1% | 65.2%+25.9pp | 73.6%+17.5pp | 69.3%+21.8pp |
| Annual return | 8.13% | 31.36%-23.2pp | 62.19%-54.1pp | 20.14%-12.0pp |
| Employer contribution / active EE | $1,574 | $2,015-21.9% | $2,850-44.8% | $2,281-31.0% |
| Participant deferral / active EE | $1,977 | $2,587-23.6% | $3,517-43.8% | $3,203-38.3% |
| Admin fee / account holder | $960 | $3,206-70.0% | $4,510-78.7% | $4,296-77.6% |