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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 | $12,018 | $86,938-86.2% | $102,423-88.3% | $80,925-85.1% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.7%+23.7pp |
| Annual return | 11.44% | 18.89%-7.4pp | 29.42%-18.0pp | 35.65%-24.2pp |
| Employer contribution / active EE | $1,544 | $2,369-34.8% | $3,023-48.9% | $2,756-44.0% |
| Participant deferral / active EE | $1,972 | $4,120-52.1% | $5,054-61.0% | $4,299-54.1% |
| Admin fee / account holder | $544 | $8,053-93.2% | $9,455-94.2% | $6,940-92.2% |