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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 | $95,453-88.3% | $112,040-90.0% | $82,448-86.5% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.5%+20.3pp | 68.1%+28.7pp |
| Annual return | 17.73% | 23.92%-6.2pp | 24.52%-6.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,394 | $2,318-39.8% | $2,954-52.8% | $2,551-45.3% |
| Participant deferral / active EE | $2,096 | $4,224-50.4% | $5,098-58.9% | $4,139-49.4% |
| Admin fee / account holder | $526 | $9,013-94.2% | $12,098-95.7% | $7,234-92.7% |