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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 | $8,504 | $81,358-89.5% | $155,556-94.5% | $80,959-89.5% |
| Participation rate | 93.1% | 66.3%+26.8pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 14.80% | 33.39%-18.6pp | 64.84%-50.0pp | 35.67%-20.9pp |
| Employer contribution / active EE | $849 | $3,106-72.7% | $4,675-81.8% | $2,757-69.2% |
| Participant deferral / active EE | $2,641 | $3,455-23.6% | $5,631-53.1% | $4,300-38.6% |
| Admin fee / account holder | $1,807 | $7,994-77.4% | $15,885-88.6% | $6,925-73.9% |