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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 | $10,933 | $48,078-77.3% | $78,676-86.1% | $62,881-82.6% |
| Participation rate | 87.5% | 65.2%+22.3pp | 73.6%+13.9pp | 69.3%+18.2pp |
| Annual return | 13.34% | 31.36%-18.0pp | 62.19%-48.8pp | 20.14%-6.8pp |
| Employer contribution / active EE | $351 | $2,015-82.6% | $2,850-87.7% | $2,281-84.6% |
| Participant deferral / active EE | $1,667 | $2,587-35.5% | $3,517-52.6% | $3,203-47.9% |
| Admin fee / account holder | $2,077 | $3,206-35.2% | $4,510-53.9% | $4,296-51.6% |