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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 | $8,615 | $46,534-81.5% | $64,097-86.6% | $75,177-88.5% |
| Participation rate | 89.5% | 65.9%+23.5pp | 72.3%+17.2pp | 67.2%+22.3pp |
| Annual return | 16.80% | 26.07%-9.3pp | 33.75%-16.9pp | 160.75%-143.9pp |
| Employer contribution / active EE | $1,839 | $1,976-6.9% | $2,750-33.1% | $2,671-31.2% |
| Participant deferral / active EE | $839 | $2,835-70.4% | $3,881-78.4% | $4,126-79.7% |
| Admin fee / account holder | $311 | $2,957-89.5% | $3,070-89.9% | $5,651-94.5% |