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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 | $9,602 | $80,985-88.1% | $96,576-90.1% | $75,181-87.2% |
| Participation rate | 71.4% | 71.8%-0.4pp | 76.0%-4.5pp | 67.2%+4.2pp |
| Annual return | 21.65% | 27.05%-5.4pp | 25.87%-4.2pp | 160.69%-139.0pp |
| Employer contribution / active EE | $1,519 | $2,282-33.5% | $2,965-48.8% | $2,671-43.1% |
| Participant deferral / active EE | $2,795 | $3,929-28.9% | $4,851-42.4% | $4,126-32.2% |
| Admin fee / account holder | $1,693 | $6,719-74.8% | $8,253-79.5% | $5,650-70.0% |