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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 | $9,167 | $56,110-83.7% | $94,993-90.3% | $70,126-86.9% |
| Participation rate | 79.5% | 65.0%+14.5pp | 73.9%+5.6pp | 69.5%+9.9pp |
| Annual return | 13.03% | 51.02%-38.0pp | 27.14%-14.1pp | 73.15%-60.1pp |
| Employer contribution / active EE | $1,186 | $1,442-17.8% | $2,603-54.5% | $2,343-49.4% |
| Participant deferral / active EE | $2,889 | $2,391+20.8% | $3,317-12.9% | $3,332-13.3% |
| Admin fee / account holder | $354 | $3,456-89.7% | $4,960-92.9% | $4,645-92.4% |