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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 | $8,267 | $59,839-86.2% | $81,991-89.9% | $79,852-89.6% |
| Participation rate | 71.7% | 61.6%+10.1pp | 69.3%+2.4pp | 69.6%+2.1pp |
| Annual return | 19.06% | 17.56%+1.5pp | 41.31%-22.3pp | 31.72%-12.7pp |
| Employer contribution / active EE | $1,033 | $1,713-39.7% | $2,498-58.7% | $2,471-58.2% |
| Participant deferral / active EE | $1,712 | $2,695-36.5% | $3,722-54.0% | $3,740-54.2% |
| Admin fee / account holder | $573 | $4,287-86.6% | $5,665-89.9% | $5,306-89.2% |