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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 | $71,353-90.6% | $92,805-92.8% | $86,983-92.3% |
| Participation rate | 79.6% | 80.9%-1.3pp | 83.5%-3.9pp | 69.5%+10.0pp |
| Annual return | 24.81% | 44.68%-19.9pp | 31.59%-6.8pp | 25.83%-1.0pp |
| Employer contribution / active EE | $1,999 | $2,468-19.0% | $3,424-41.6% | $2,584-22.7% |
| Participant deferral / active EE | $3,791 | $6,966-45.6% | $8,448-55.1% | $4,194-9.6% |
| Admin fee / account holder | $2,795 | $6,099-54.2% | $10,911-74.4% | $7,856-64.4% |