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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 | $25,267 | $67,602-62.6% | $82,312-69.3% | $70,126-64.0% |
| Participation rate | 89.8% | 72.8%+17.0pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 17.44% | 21.57%-4.1pp | 25.88%-8.4pp | 73.15%-55.7pp |
| Employer contribution / active EE | $677 | $1,755-61.4% | $2,428-72.1% | $2,343-71.1% |
| Participant deferral / active EE | $2,423 | $2,987-18.9% | $3,706-34.6% | $3,332-27.3% |
| Admin fee / account holder | $521 | $4,512-88.4% | $5,608-90.7% | $4,645-88.8% |