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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 | $10,278 | $41,377-75.2% | $109,313-90.6% | $62,881-83.7% |
| Participation rate | 70.7% | 57.5%+13.2pp | 71.3%-0.5pp | 69.3%+1.4pp |
| Annual return | 14.72% | 11.05%+3.7pp | 22.07%-7.3pp | 20.14%-5.4pp |
| Employer contribution / active EE | $1,642 | $1,276+28.7% | $3,892-57.8% | $2,281-28.0% |
| Participant deferral / active EE | $2,451 | $2,045+19.9% | $3,166-22.6% | $3,203-23.5% |
| Admin fee / account holder | $950 | $2,884-67.0% | $5,666-83.2% | $4,296-77.9% |