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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 | $12,428 | $81,446-84.7% | $103,374-88.0% | $80,874-84.6% |
| Participation rate | 86.3% | 66.9%+19.4pp | 74.5%+11.8pp | 67.6%+18.6pp |
| Annual return | 17.05% | 25.57%-8.5pp | 24.89%-7.8pp | 35.62%-18.6pp |
| Employer contribution / active EE | $1,998 | $3,107-35.7% | $3,869-48.4% | $2,756-27.5% |
| Participant deferral / active EE | $2,048 | $3,870-47.1% | $5,058-59.5% | $4,297-52.3% |
| Admin fee / account holder | $398 | $6,715-94.1% | $8,394-95.3% | $6,935-94.3% |