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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 | $14,458 | $63,365-77.2% | $91,994-84.3% | $72,975-80.2% |
| Participation rate | 79.7% | 72.5%+7.2pp | 78.6%+1.1pp | 69.5%+10.2pp |
| Annual return | 22.68% | 35.35%-12.7pp | 69.04%-46.4pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,750 | $2,116-17.3% | $3,453-49.3% | $2,440-28.3% |
| Participant deferral / active EE | $3,241 | $4,883-33.6% | $5,924-45.3% | $3,608-10.2% |
| Admin fee / account holder | $1,906 | $4,670-59.2% | $7,744-75.4% | $5,124-62.8% |