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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 | $11,732 | $78,423-85.0% | $95,964-87.8% | $79,856-85.3% |
| Participation rate | 97.1% | 73.5%+23.6pp | 77.1%+20.0pp | 69.6%+27.4pp |
| Annual return | 11.63% | 19.37%-7.7pp | 91.64%-80.0pp | 31.71%-20.1pp |
| Employer contribution / active EE | $716 | $1,945-63.2% | $2,541-71.8% | $2,471-71.0% |
| Participant deferral / active EE | $2,179 | $3,440-36.7% | $4,167-47.7% | $3,741-41.8% |
| Admin fee / account holder | $3,984 | $5,622-29.1% | $6,797-41.4% | $5,306-24.9% |