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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 | $9,369 | $86,938-89.2% | $102,423-90.9% | $80,925-88.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 17.87% | 18.89%-1.0pp | 29.42%-11.6pp | 35.65%-17.8pp |
| Employer contribution / active EE | $2,216 | $2,369-6.5% | $3,023-26.7% | $2,756-19.6% |
| Participant deferral / active EE | $4,112 | $4,120-0.2% | $5,054-18.6% | $4,299-4.3% |
| Admin fee / account holder | $591 | $8,053-92.7% | $9,455-93.7% | $6,940-91.5% |