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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 | $13,513 | $69,590-80.6% | $136,867-90.1% | $94,015-85.6% |
| Participation rate | 76.1% | 66.3%+9.8pp | 74.5%+1.6pp | 70.8%+5.3pp |
| Annual return | 11.49% | 19.62%-8.1pp | 42.97%-31.5pp | 17.84%-6.4pp |
| Employer contribution / active EE | $1,730 | $2,396-27.8% | $3,547-51.2% | $2,790-38.0% |
| Participant deferral / active EE | $1,318 | $3,437-61.6% | $4,924-73.2% | $4,249-69.0% |
| Admin fee / account holder | $1,940 | $8,912-78.2% | $10,340-81.2% | $8,951-78.3% |