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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 | $16,481 | $67,411-75.6% | $91,004-81.9% | $70,126-76.5% |
| Participation rate | 89.1% | 71.4%+17.8pp | 75.6%+13.5pp | 69.5%+19.6pp |
| Annual return | 20.07% | -40.16%+60.2pp | 4.60%+15.5pp | 73.15%-53.1pp |
| Employer contribution / active EE | $1,136 | $1,786-36.4% | $2,456-53.8% | $2,343-51.5% |
| Participant deferral / active EE | $1,253 | $2,823-55.6% | $3,548-64.7% | $3,332-62.4% |
| Admin fee / account holder | $1,134 | $4,236-73.2% | $5,417-79.1% | $4,645-75.6% |