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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 | $97,550-87.1% | $120,344-89.5% | $87,485-85.6% |
| Participation rate | 95.7% | 72.8%+22.8pp | 76.7%+18.9pp | 68.9%+26.7pp |
| Annual return | 13.26% | 18.41%-5.2pp | 20.30%-7.0pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,313 | $2,291-42.7% | $3,020-56.5% | $2,596-49.4% |
| Participant deferral / active EE | $2,225 | $4,230-47.4% | $5,135-56.7% | $4,274-47.9% |
| Admin fee / account holder | $3,360 | $9,543-64.8% | $12,742-73.6% | $7,775-56.8% |