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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 | $11,375 | $55,457-79.5% | $77,361-85.3% | $94,015-87.9% |
| Participation rate | 87.1% | 69.8%+17.3pp | 75.0%+12.1pp | 70.8%+16.3pp |
| Annual return | 12.85% | 15.57%-2.7pp | 1011.54%-998.7pp | 17.84%-5.0pp |
| Employer contribution / active EE | $1,675 | $2,255-25.7% | $2,990-44.0% | $2,790-40.0% |
| Participant deferral / active EE | $2,209 | $3,069-28.0% | $3,911-43.5% | $4,249-48.0% |
| Admin fee / account holder | $932 | $4,334-78.5% | $5,894-84.2% | $8,951-89.6% |