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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 | $11,017 | $39,162-71.9% | $100,671-89.1% | $59,633-81.5% |
| Participation rate | 78.6% | 55.9%+22.7pp | 70.7%+7.9pp | 68.7%+9.9pp |
| Annual return | 14.45% | 21.07%-6.6pp | 20.43%-6.0pp | 2041.40%-2026.9pp |
| Employer contribution / active EE | $854 | $1,151-25.8% | $4,012-78.7% | $2,203-61.2% |
| Participant deferral / active EE | $1,771 | $1,992-11.1% | $3,144-43.7% | $3,192-44.5% |
| Admin fee / account holder | $3,174 | $2,969+6.9% | $4,850-34.5% | $4,297-26.1% |