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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 | $9,591 | $72,471-86.8% | $94,215-89.8% | $86,983-89.0% |
| Participation rate | 96.2% | 63.9%+32.3pp | 70.0%+26.2pp | 69.5%+26.6pp |
| Annual return | 19.39% | 26.44%-7.1pp | 28.22%-8.8pp | 25.83%-6.4pp |
| Employer contribution / active EE | $1,563 | $1,936-19.3% | $2,675-41.6% | $2,584-39.5% |
| Participant deferral / active EE | $2,661 | $3,397-21.7% | $4,276-37.8% | $4,194-36.6% |
| Admin fee / account holder | $2,390 | $6,468-63.0% | $10,216-76.6% | $7,856-69.6% |