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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 | $24,991 | $86,949-71.3% | $102,460-75.6% | $80,959-69.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 13.11% | 18.89%-5.8pp | 29.47%-16.4pp | 35.67%-22.6pp |
| Employer contribution / active EE | $1,732 | $2,370-26.9% | $3,025-42.7% | $2,757-37.2% |
| Participant deferral / active EE | $3,301 | $4,121-19.9% | $5,056-34.7% | $4,300-23.2% |
| Admin fee / account holder | $2,571 | $8,048-68.1% | $9,460-72.8% | $6,925-62.9% |