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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 | $86,949-86.2% | $102,460-88.3% | $80,959-85.2% |
| Participation rate | 91.4% | 72.4%+19.0pp | 76.5%+14.9pp | 67.7%+23.7pp |
| Annual return | 11.44% | 18.89%-7.5pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $1,544 | $2,370-34.8% | $3,025-49.0% | $2,757-44.0% |
| Participant deferral / active EE | $1,972 | $4,121-52.1% | $5,056-61.0% | $4,300-54.1% |
| Admin fee / account holder | $544 | $8,048-93.2% | $9,460-94.2% | $6,925-92.1% |