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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 | $8,007 | $48,078-83.3% | $78,676-89.8% | $62,881-87.3% |
| Participation rate | 98.7% | 65.2%+33.5pp | 73.6%+25.1pp | 69.3%+29.4pp |
| Annual return | 44.30% | 31.36%+12.9pp | 62.19%-17.9pp | 20.14%+24.2pp |
| Employer contribution / active EE | $1,126 | $2,015-44.1% | $2,850-60.5% | $2,281-50.6% |
| Participant deferral / active EE | $1,498 | $2,587-42.1% | $3,517-57.4% | $3,203-53.2% |
| Admin fee / account holder | $2,222 | $3,206-30.7% | $4,510-50.7% | $4,296-48.3% |