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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 | $24,551 | $78,428-68.7% | $95,960-74.4% | $79,852-69.3% |
| Participation rate | 96.8% | 73.5%+23.3pp | 77.1%+19.7pp | 69.6%+27.1pp |
| Annual return | 12.30% | 19.37%-7.1pp | 91.63%-79.3pp | 31.72%-19.4pp |
| Employer contribution / active EE | $1,442 | $1,945-25.9% | $2,541-43.3% | $2,471-41.6% |
| Participant deferral / active EE | $2,276 | $3,440-33.9% | $4,167-45.4% | $3,740-39.2% |
| Admin fee / account holder | $3,637 | $5,622-35.3% | $6,797-46.5% | $5,306-31.5% |