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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 | $11,781 | $60,349-80.5% | $74,184-84.1% | $62,881-81.3% |
| Participation rate | 92.5% | 72.7%+19.7pp | 76.6%+15.8pp | 69.3%+23.1pp |
| Annual return | 8.43% | 21.38%-12.9pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $929 | $1,680-44.7% | $2,370-60.8% | $2,281-59.3% |
| Participant deferral / active EE | $2,346 | $2,856-17.9% | $3,550-33.9% | $3,203-26.8% |
| Admin fee / account holder | $515 | $4,261-87.9% | $5,586-90.8% | $4,296-88.0% |