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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 | $9,754 | $48,078-79.7% | $78,676-87.6% | $62,881-84.5% |
| Participation rate | 74.2% | 65.2%+9.0pp | 73.6%+0.6pp | 69.3%+4.9pp |
| Annual return | 6.83% | 31.36%-24.5pp | 62.19%-55.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $329 | $2,015-83.6% | $2,850-88.4% | $2,281-85.6% |
| Participant deferral / active EE | $1,372 | $2,587-47.0% | $3,517-61.0% | $3,203-57.2% |
| Admin fee / account holder | $3,375 | $3,206+5.3% | $4,510-25.2% | $4,296-21.4% |