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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 | $11,317 | $96,731-88.3% | $123,973-90.9% | $86,983-87.0% |
| Participation rate | 75.7% | 70.0%+5.7pp | 76.7%-1.0pp | 69.5%+6.1pp |
| Annual return | 27.78% | 17.33%+10.4pp | 388.13%-360.4pp | 25.83%+1.9pp |
| Employer contribution / active EE | $1,857 | $3,297-43.7% | $4,126-55.0% | $2,584-28.1% |
| Participant deferral / active EE | $1,977 | $4,152-52.4% | $5,247-62.3% | $4,194-52.8% |
| Admin fee / account holder | $1,140 | $8,722-86.9% | $11,799-90.3% | $7,856-85.5% |