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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 | $11,903 | $65,364-81.8% | $92,909-87.2% | $72,975-83.7% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 16.46% | 42.11%-25.7pp | 109.44%-93.0pp | 81.01%-64.6pp |
| Employer contribution / active EE | $1,204 | $2,594-53.6% | $3,653-67.0% | $2,440-50.7% |
| Participant deferral / active EE | $4,866 | $3,128+55.5% | $4,238+14.8% | $3,608+34.9% |
| Admin fee / account holder | $5,708 | $4,251+34.3% | $5,795-1.5% | $5,124+11.4% |