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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 | $12,571 | $68,878-81.7% | $120,574-89.6% | $80,935-84.5% |
| Participation rate | 96.2% | 61.7%+34.5pp | 71.9%+24.2pp | 67.7%+28.5pp |
| Annual return | 11.33% | 23.67%-12.3pp | 107.42%-96.1pp | 35.66%-24.3pp |
| Employer contribution / active EE | $1,988 | $2,065-3.7% | $3,471-42.7% | $2,757-27.9% |
| Participant deferral / active EE | $1,632 | $3,189-48.8% | $4,996-67.3% | $4,299-62.0% |
| Admin fee / account holder | $948 | $5,782-83.6% | $9,445-90.0% | $6,924-86.3% |