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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 | $10,196 | $84,236-87.9% | $170,435-94.0% | $70,126-85.5% |
| Participation rate | 82.4% | 70.8%+11.5pp | 83.6%-1.2pp | 69.5%+12.8pp |
| Annual return | 16.00% | 23.06%-7.1pp | 205.94%-189.9pp | 73.15%-57.1pp |
| Employer contribution / active EE | $1,607 | $3,387-52.6% | $5,432-70.4% | $2,343-31.4% |
| Participant deferral / active EE | $1,365 | $3,086-55.8% | $4,939-72.4% | $3,332-59.0% |
| Admin fee / account holder | $442 | $5,698-92.2% | $13,881-96.8% | $4,645-90.5% |