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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 | $13,864 | $76,371-81.8% | $93,621-85.2% | $72,975-81.0% |
| Participation rate | 81.7% | 71.8%+9.9pp | 75.8%+5.8pp | 69.5%+12.2pp |
| Annual return | 20.06% | 25.82%-5.8pp | 32.76%-12.7pp | 81.01%-61.0pp |
| Employer contribution / active EE | $1,347 | $2,276-40.8% | $2,719-50.5% | $2,440-44.8% |
| Participant deferral / active EE | $2,293 | $3,538-35.2% | $4,070-43.7% | $3,608-36.4% |
| Admin fee / account holder | $3,102 | $6,839-54.6% | $7,890-60.7% | $5,124-39.5% |