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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 | $8,047 | $80,985-90.1% | $96,576-91.7% | $75,181-89.3% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 22.32% | 27.05%-4.7pp | 25.87%-3.6pp | 160.69%-138.4pp |
| Employer contribution / active EE | $1,530 | $2,282-33.0% | $2,965-48.4% | $2,671-42.7% |
| Participant deferral / active EE | $1,931 | $3,929-50.8% | $4,851-60.2% | $4,126-53.2% |
| Admin fee / account holder | $1,209 | $6,719-82.0% | $8,253-85.3% | $5,650-78.6% |