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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 | $18,480 | $60,349-69.4% | $74,184-75.1% | $62,881-70.6% |
| Participation rate | 75.0% | 72.7%+2.3pp | 76.6%-1.6pp | 69.3%+5.7pp |
| Annual return | 8.14% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $378 | $1,680-77.5% | $2,370-84.1% | $2,281-83.4% |
| Participant deferral / active EE | $2,148 | $2,856-24.8% | $3,550-39.5% | $3,203-32.9% |
| Admin fee / account holder | $2,150 | $4,261-49.5% | $5,586-61.5% | $4,296-49.9% |