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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 | $19,131 | $98,776-80.6% | $149,745-87.2% | $79,856-76.0% |
| Participation rate | 78.3% | 75.8%+2.5pp | 82.5%-4.2pp | 69.6%+8.6pp |
| Annual return | 17.36% | 27.38%-10.0pp | 276.72%-259.4pp | 31.71%-14.4pp |
| Employer contribution / active EE | $630 | $3,217-80.4% | $4,646-86.4% | $2,471-74.5% |
| Participant deferral / active EE | $2,379 | $5,681-58.1% | $6,843-65.2% | $3,741-36.4% |
| Admin fee / account holder | $2,234 | $6,053-63.1% | $9,312-76.0% | $5,306-57.9% |