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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 | $101,798-80.0% | $165,071-87.7% | $80,935-74.8% |
| Participation rate | 80.6% | 71.8%+8.7pp | 78.6%+1.9pp | 67.7%+12.9pp |
| Annual return | 11.04% | 16.73%-5.7pp | 70.17%-59.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $1,373 | $2,954-53.5% | $4,347-68.4% | $2,757-50.2% |
| Participant deferral / active EE | $2,039 | $4,476-54.4% | $6,035-66.2% | $4,299-52.6% |
| Admin fee / account holder | $2,327 | $8,221-71.7% | $12,695-81.7% | $6,924-66.4% |