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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 | $19,794 | $93,589-78.9% | $135,942-85.4% | $75,181-73.7% |
| Participation rate | 73.7% | 75.2%-1.5pp | 81.9%-8.2pp | 67.2%+6.5pp |
| Annual return | 18.10% | 30.90%-12.8pp | 68.28%-50.2pp | 160.69%-142.6pp |
| Employer contribution / active EE | $1,080 | $3,537-69.5% | $4,858-77.8% | $2,671-59.6% |
| Participant deferral / active EE | $2,603 | $6,405-59.4% | $7,759-66.5% | $4,126-36.9% |
| Admin fee / account holder | $664 | $6,977-90.5% | $10,764-93.8% | $5,650-88.3% |