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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 | $97,550-88.6% | $120,344-90.7% | $87,485-87.3% |
| Participation rate | 96.8% | 72.8%+23.9pp | 76.7%+20.1pp | 68.9%+27.8pp |
| Annual return | 17.73% | 18.41%-0.7pp | 20.30%-2.6pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,394 | $2,291-39.1% | $3,020-53.8% | $2,596-46.3% |
| Participant deferral / active EE | $2,096 | $4,230-50.5% | $5,135-59.2% | $4,274-51.0% |
| Admin fee / account holder | $526 | $9,543-94.5% | $12,742-95.9% | $7,775-93.2% |