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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 | $11,199 | $77,638-85.6% | $156,551-92.8% | $62,881-82.2% |
| Participation rate | 74.2% | 71.2%+3.0pp | 84.0%-9.8pp | 69.3%+4.9pp |
| Annual return | 7.51% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,050 | $3,444-69.5% | $5,501-80.9% | $2,281-54.0% |
| Participant deferral / active EE | $1,915 | $3,046-37.1% | $4,871-60.7% | $3,203-40.2% |
| Admin fee / account holder | $2,997 | $5,561-46.1% | $13,028-77.0% | $4,296-30.2% |