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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 | $11,005 | $67,411-83.7% | $91,004-87.9% | $70,131-84.3% |
| Participation rate | 79.6% | 71.4%+8.2pp | 75.6%+4.0pp | 69.5%+10.1pp |
| Annual return | 23.18% | -40.16%+63.3pp | 4.60%+18.6pp | 73.14%-50.0pp |
| Employer contribution / active EE | $903 | $1,786-49.5% | $2,456-63.2% | $2,342-61.5% |
| Participant deferral / active EE | $1,985 | $2,823-29.7% | $3,548-44.0% | $3,332-40.4% |
| Admin fee / account holder | $526 | $4,236-87.6% | $5,417-90.3% | $4,645-88.7% |