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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 | $10,601 | $88,672-88.0% | $105,223-89.9% | $82,448-87.1% |
| Participation rate | 75.7% | 67.9%+7.8pp | 75.0%+0.6pp | 68.1%+7.6pp |
| Annual return | 14.73% | 30.86%-16.1pp | 180.65%-165.9pp | 41.64%-26.9pp |
| Employer contribution / active EE | $1,303 | $3,048-57.2% | $3,689-64.7% | $2,551-48.9% |
| Participant deferral / active EE | $2,477 | $4,036-38.6% | $5,072-51.2% | $4,139-40.2% |
| Admin fee / account holder | $2,024 | $7,146-71.7% | $8,859-77.2% | $7,234-72.0% |