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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 | $6,697 | $77,358-91.3% | $102,184-93.4% | $87,485-92.3% |
| Participation rate | 79.6% | 78.7%+0.9pp | 82.6%-3.0pp | 68.9%+10.7pp |
| Annual return | 24.81% | 41.11%-16.3pp | 31.58%-6.8pp | 26.06%-1.3pp |
| Employer contribution / active EE | $1,999 | $2,562-22.0% | $3,594-44.4% | $2,596-23.0% |
| Participant deferral / active EE | $3,791 | $6,753-43.9% | $8,309-54.4% | $4,274-11.3% |
| Admin fee / account holder | $2,795 | $6,809-58.9% | $11,609-75.9% | $7,775-64.0% |