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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 | $16,233 | $58,512-72.3% | $84,020-80.7% | $72,983-77.8% |
| Participation rate | 84.6% | 61.2%+23.4pp | 69.0%+15.6pp | 69.5%+15.1pp |
| Annual return | 20.57% | 28.93%-8.4pp | 71.31%-50.7pp | 81.01%-60.4pp |
| Employer contribution / active EE | $1,374 | $1,163+18.2% | $1,984-30.7% | $2,440-43.7% |
| Participant deferral / active EE | $2,397 | $2,394+0.1% | $3,239-26.0% | $3,608-33.6% |
| Admin fee / account holder | $603 | $4,569-86.8% | $6,101-90.1% | $5,124-88.2% |