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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 | $13,990 | $55,457-74.8% | $77,361-81.9% | $94,015-85.1% |
| Participation rate | 71.4% | 69.8%+1.6pp | 75.0%-3.5pp | 70.8%+0.6pp |
| Annual return | 13.68% | 15.57%-1.9pp | 1011.54%-997.9pp | 17.84%-4.2pp |
| Employer contribution / active EE | $2,173 | $2,255-3.6% | $2,990-27.3% | $2,790-22.1% |
| Participant deferral / active EE | $1,893 | $3,069-38.3% | $3,911-51.6% | $4,249-55.5% |
| Admin fee / account holder | $3,021 | $4,334-30.3% | $5,894-48.7% | $8,951-66.2% |