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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 | $14,459 | $54,541-73.5% | $78,778-81.6% | $70,126-79.4% |
| Participation rate | 71.4% | 60.8%+10.6pp | 69.2%+2.2pp | 69.5%+1.9pp |
| Annual return | 13.63% | 21.07%-7.4pp | 35.62%-22.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,822 | $1,089+67.4% | $1,986-8.3% | $2,343-22.2% |
| Participant deferral / active EE | $3,597 | $2,210+62.7% | $2,958+21.6% | $3,332+7.9% |
| Admin fee / account holder | $335 | $3,709-91.0% | $5,134-93.5% | $4,645-92.8% |