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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 | $18,186 | $58,493-68.9% | $84,023-78.4% | $72,976-75.1% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 20.82% | 28.93%-8.1pp | 71.32%-50.5pp | 81.02%-60.2pp |
| Employer contribution / active EE | $1,583 | $1,163+36.1% | $1,984-20.2% | $2,440-35.1% |
| Participant deferral / active EE | $3,473 | $2,394+45.1% | $3,239+7.2% | $3,608-3.7% |
| Admin fee / account holder | $1,583 | $4,569-65.3% | $6,102-74.1% | $5,124-69.1% |