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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 | $12,604 | $95,453-86.8% | $112,040-88.8% | $82,448-84.7% |
| Participation rate | 95.7% | 72.8%+22.9pp | 76.5%+19.2pp | 68.1%+27.6pp |
| Annual return | 13.26% | 23.92%-10.7pp | 24.52%-11.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,313 | $2,318-43.4% | $2,954-55.6% | $2,551-48.5% |
| Participant deferral / active EE | $2,225 | $4,224-47.3% | $5,098-56.4% | $4,139-46.3% |
| Admin fee / account holder | $3,360 | $9,013-62.7% | $12,098-72.2% | $7,234-53.6% |