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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 | $15,968 | $77,896-79.5% | $134,172-88.1% | $82,448-80.6% |
| Participation rate | 96.8% | 62.8%+34.0pp | 72.5%+24.3pp | 68.1%+28.7pp |
| Annual return | 16.94% | 18.21%-1.3pp | 25.30%-8.4pp | 41.64%-24.7pp |
| Employer contribution / active EE | $2,354 | $2,159+9.0% | $3,420-31.2% | $2,551-7.7% |
| Participant deferral / active EE | $2,747 | $3,162-13.1% | $4,690-41.4% | $4,139-33.6% |
| Admin fee / account holder | $2,311 | $6,336-63.5% | $12,016-80.8% | $7,234-68.1% |