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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 | $23,671 | $72,492-67.3% | $87,102-72.8% | $72,983-67.6% |
| Participation rate | 96.7% | 72.8%+23.9pp | 76.9%+19.8pp | 69.5%+27.2pp |
| Annual return | 23.20% | 24.46%-1.3pp | 28.19%-5.0pp | 81.01%-57.8pp |
| Employer contribution / active EE | $1,513 | $1,894-20.1% | $2,521-40.0% | $2,440-38.0% |
| Participant deferral / active EE | $2,663 | $3,270-18.5% | $4,048-34.2% | $3,608-26.2% |
| Admin fee / account holder | $371 | $5,055-92.7% | $7,491-95.0% | $5,124-92.8% |