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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 | $16,805 | $138,393-87.9% | $184,256-90.9% | $80,959-79.2% |
| Participation rate | 93.5% | 83.9%+9.7pp | 86.8%+6.7pp | 67.7%+25.9pp |
| Annual return | 18.47% | 20.01%-1.5pp | 28.85%-10.4pp | 35.67%-17.2pp |
| Employer contribution / active EE | $2,051 | $4,847-57.7% | $6,427-68.1% | $2,757-25.6% |
| Participant deferral / active EE | $4,843 | $7,076-31.6% | $9,133-47.0% | $4,300+12.6% |
| Admin fee / account holder | $486 | $10,489-95.4% | $13,899-96.5% | $6,925-93.0% |