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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 | $18,460 | $94,031-80.4% | $115,768-84.1% | $82,448-77.6% |
| Participation rate | 86.8% | 70.4%+16.3pp | 74.4%+12.4pp | 68.1%+18.7pp |
| Annual return | 19.92% | 20.61%-0.7pp | 100.46%-80.5pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,628 | $2,323-29.9% | $2,940-44.6% | $2,551-36.2% |
| Participant deferral / active EE | $2,109 | $3,972-46.9% | $4,917-57.1% | $4,139-49.1% |
| Admin fee / account holder | $428 | $10,249-95.8% | $12,439-96.6% | $7,234-94.1% |