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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 | $12,762 | $81,446-84.3% | $103,374-87.7% | $80,874-84.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 17.49% | 25.57%-8.1pp | 24.89%-7.4pp | 35.62%-18.1pp |
| Employer contribution / active EE | $1,776 | $3,107-42.8% | $3,869-54.1% | $2,756-35.6% |
| Participant deferral / active EE | $3,526 | $3,870-8.9% | $5,058-30.3% | $4,297-17.9% |
| Admin fee / account holder | $475 | $6,715-92.9% | $8,394-94.3% | $6,935-93.2% |