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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 | $14,355 | $86,940-83.5% | $102,434-86.0% | $80,935-82.3% |
| Participation rate | 78.2% | 72.4%+5.8pp | 76.5%+1.7pp | 67.7%+10.5pp |
| Annual return | 24.22% | 18.89%+5.3pp | 29.46%-5.2pp | 35.66%-11.4pp |
| Employer contribution / active EE | $1,233 | $2,370-48.0% | $3,023-59.2% | $2,757-55.3% |
| Participant deferral / active EE | $2,999 | $4,121-27.2% | $5,055-40.7% | $4,299-30.2% |
| Admin fee / account holder | $491 | $8,047-93.9% | $9,462-94.8% | $6,924-92.9% |