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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 | $12,280 | $147,556-91.7% | $129,031-90.5% | $198,609-93.8% |
| Participation rate | 80.0% | 77.2%+2.8pp | 73.4%+6.6pp | 82.4%-2.4pp |
| Annual return | 21.93% | 37.41%-15.5pp | 34.67%-12.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $1,240 | $3,645-66.0% | $3,226-61.6% | $5,055-75.5% |
| Participant deferral / active EE | $3,646 | $5,760-36.7% | $5,217-30.1% | $6,977-47.7% |
| Admin fee / account holder | $557 | $15,467-96.4% | $13,208-95.8% | $19,030-97.1% |