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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 | $11,877 | $72,269-83.6% | $101,271-88.3% | $79,852-85.1% |
| Participation rate | 82.4% | 68.5%+13.9pp | 75.8%+6.5pp | 69.6%+12.7pp |
| Annual return | 21.31% | 22.29%-1.0pp | 46.48%-25.2pp | 31.72%-10.4pp |
| Employer contribution / active EE | $885 | $2,692-67.1% | $3,660-75.8% | $2,471-64.2% |
| Participant deferral / active EE | $2,436 | $3,282-25.8% | $4,371-44.3% | $3,740-34.9% |
| Admin fee / account holder | $526 | $4,401-88.1% | $5,948-91.2% | $5,306-90.1% |