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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 | $12,457 | $81,487-84.7% | $102,412-87.8% | $80,935-84.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.77% | 25.60%-12.8pp | 24.94%-12.2pp | 35.66%-22.9pp |
| Employer contribution / active EE | $1,927 | $3,103-37.9% | $3,870-50.2% | $2,757-30.1% |
| Participant deferral / active EE | $3,677 | $3,871-5.0% | $5,060-27.3% | $4,299-14.5% |
| Admin fee / account holder | $395 | $6,717-94.1% | $8,388-95.3% | $6,924-94.3% |