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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 | $22,049 | $67,602-67.4% | $82,312-73.2% | $70,126-68.6% |
| Participation rate | 94.3% | 72.8%+21.6pp | 76.9%+17.4pp | 69.5%+24.8pp |
| Annual return | 14.58% | 21.57%-7.0pp | 25.88%-11.3pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,141 | $1,755-35.0% | $2,428-53.0% | $2,343-51.3% |
| Participant deferral / active EE | $2,031 | $2,987-32.0% | $3,706-45.2% | $3,332-39.0% |
| Admin fee / account holder | $2,186 | $4,512-51.5% | $5,608-61.0% | $4,645-52.9% |