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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 | $13,260 | $82,032-83.8% | $123,106-89.2% | $59,633-77.8% |
| Participation rate | 92.6% | 83.2%+9.4pp | 86.8%+5.8pp | 68.7%+23.9pp |
| Annual return | 11.20% | 5.12%+6.1pp | 13.22%-2.0pp | 2041.40%-2030.2pp |
| Employer contribution / active EE | $1,176 | $3,297-64.3% | $5,151-77.2% | $2,203-46.6% |
| Participant deferral / active EE | $6,184 | $4,667+32.5% | $6,229-0.7% | $3,192+93.7% |
| Admin fee / account holder | $620 | $5,881-89.5% | $9,015-93.1% | $4,297-85.6% |