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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 | $11,901 | $59,123-79.9% | $77,183-84.6% | $75,181-84.2% |
| Participation rate | 89.8% | 63.9%+25.9pp | 69.6%+20.2pp | 67.2%+22.6pp |
| Annual return | 35.70% | 26.72%+9.0pp | 37.89%-2.2pp | 160.69%-125.0pp |
| Employer contribution / active EE | $1,960 | $1,996-1.8% | $2,534-22.6% | $2,671-26.6% |
| Participant deferral / active EE | $3,609 | $2,999+20.3% | $3,833-5.8% | $4,126-12.5% |
| Admin fee / account holder | $494 | $4,776-89.7% | $5,475-91.0% | $5,650-91.3% |