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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 | $14,560 | $56,054-74.0% | $171,082-91.5% | $62,881-76.8% |
| Participation rate | 89.4% | 62.9%+26.5pp | 76.7%+12.7pp | 69.3%+20.1pp |
| Annual return | 9.29% | 22.52%-13.2pp | 32.56%-23.3pp | 20.14%-10.9pp |
| Employer contribution / active EE | $1,992 | $1,731+15.1% | $4,002-50.2% | $2,281-12.6% |
| Participant deferral / active EE | $3,389 | $3,158+7.3% | $4,797-29.4% | $3,203+5.8% |
| Admin fee / account holder | $326 | $3,647-91.0% | $8,520-96.2% | $4,296-92.4% |