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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 | $20,380 | $101,752-80.0% | $164,928-87.6% | $80,911-74.8% |
| Participation rate | 80.6% | 71.8%+8.7pp | 78.6%+1.9pp | 67.6%+12.9pp |
| Annual return | 11.04% | 16.73%-5.7pp | 70.08%-59.0pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,373 | $2,953-53.5% | $4,343-68.4% | $2,756-50.2% |
| Participant deferral / active EE | $2,039 | $4,477-54.4% | $6,034-66.2% | $4,297-52.5% |
| Admin fee / account holder | $2,327 | $8,218-71.7% | $12,684-81.7% | $6,935-66.4% |