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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 | $11,409 | $90,486-87.4% | $78,676-85.5% | $273,972-95.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 7.51% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $1,691 | $3,175-46.7% | $2,850-40.7% | $4,869-65.3% |
| Participant deferral / active EE | $2,840 | $3,901-27.2% | $3,517-19.2% | $5,287-46.3% |
| Admin fee / account holder | $1,184 | $5,263-77.5% | $4,510-73.8% | $10,133-88.3% |