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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 | $24,994 | $86,949-71.3% | $102,460-75.6% | $80,959-69.1% |
| Participation rate | 80.6% | 72.4%+8.3pp | 76.5%+4.1pp | 67.7%+13.0pp |
| Annual return | 15.97% | 18.89%-2.9pp | 29.47%-13.5pp | 35.67%-19.7pp |
| Employer contribution / active EE | $1,358 | $2,370-42.7% | $3,025-55.1% | $2,757-50.8% |
| Participant deferral / active EE | $2,357 | $4,121-42.8% | $5,056-53.4% | $4,300-45.2% |
| Admin fee / account holder | $1,131 | $8,048-85.9% | $9,460-88.0% | $6,925-83.7% |