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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 | $27,709 | $87,132-68.2% | $105,624-73.8% | $80,959-65.8% |
| Participation rate | 86.6% | 70.4%+16.2pp | 75.3%+11.3pp | 67.7%+18.9pp |
| Annual return | 13.36% | 17.03%-3.7pp | 116.20%-102.8pp | 35.67%-22.3pp |
| Employer contribution / active EE | $910 | $2,397-62.0% | $3,168-71.3% | $2,757-67.0% |
| Participant deferral / active EE | $2,567 | $3,985-35.6% | $5,013-48.8% | $4,300-40.3% |
| Admin fee / account holder | $5,502 | $8,449-34.9% | $10,961-49.8% | $6,925-20.6% |