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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 | $12,983 | $77,472-83.2% | $100,392-87.1% | $80,935-84.0% |
| Participation rate | 97.4% | 76.9%+20.4pp | 81.5%+15.9pp | 67.7%+29.7pp |
| Annual return | 21.18% | 37.26%-16.1pp | 49.45%-28.3pp | 35.66%-14.5pp |
| Employer contribution / active EE | $1,836 | $2,800-34.4% | $3,941-53.4% | $2,757-33.4% |
| Participant deferral / active EE | $3,644 | $6,818-46.6% | $8,090-55.0% | $4,299-15.2% |
| Admin fee / account holder | $749 | $5,885-87.3% | $7,904-90.5% | $6,924-89.2% |