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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 | $10,541 | $48,078-78.1% | $78,676-86.6% | $62,881-83.2% |
| Participation rate | 77.8% | 65.2%+12.6pp | 73.6%+4.2pp | 69.3%+8.5pp |
| Annual return | 6.03% | 31.36%-25.3pp | 62.19%-56.2pp | 20.14%-14.1pp |
| Employer contribution / active EE | $811 | $2,015-59.7% | $2,850-71.5% | $2,281-64.4% |
| Participant deferral / active EE | $1,692 | $2,587-34.6% | $3,517-51.9% | $3,203-47.2% |
| Admin fee / account holder | $3,010 | $3,206-6.1% | $4,510-33.3% | $4,296-29.9% |