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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 | $11,153 | $104,098-89.3% | $140,514-92.1% | $94,015-88.1% |
| Participation rate | 96.8% | 73.7%+23.1pp | 77.8%+19.0pp | 70.8%+26.0pp |
| Annual return | 17.73% | 15.14%+2.6pp | 14.36%+3.4pp | 17.84%-0.1pp |
| Employer contribution / active EE | $1,394 | $2,388-41.6% | $3,378-58.7% | $2,790-50.0% |
| Participant deferral / active EE | $2,096 | $4,033-48.0% | $4,919-57.4% | $4,249-50.7% |
| Admin fee / account holder | $526 | $10,439-95.0% | $13,697-96.2% | $8,951-94.1% |