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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 | $10,858 | $48,078-77.4% | $78,676-86.2% | $62,881-82.7% |
| Participation rate | 88.2% | 65.2%+23.0pp | 73.6%+14.7pp | 69.3%+18.9pp |
| Annual return | 7.56% | 31.36%-23.8pp | 62.19%-54.6pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,047 | $2,015-48.0% | $2,850-63.3% | $2,281-54.1% |
| Participant deferral / active EE | $1,934 | $2,587-25.2% | $3,517-45.0% | $3,203-39.6% |
| Admin fee / account holder | $827 | $3,206-74.2% | $4,510-81.7% | $4,296-80.8% |