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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 | $6,169 | $46,599-86.8% | $64,101-90.4% | $75,173-91.8% |
| Participation rate | 92.5% | 65.9%+26.6pp | 72.3%+20.2pp | 67.2%+25.3pp |
| Annual return | 15.41% | 26.06%-10.6pp | 33.72%-18.3pp | 160.72%-145.3pp |
| Employer contribution / active EE | $1,860 | $1,975-5.8% | $2,749-32.3% | $2,671-30.4% |
| Participant deferral / active EE | $2,550 | $2,837-10.1% | $3,881-34.3% | $4,126-38.2% |
| Admin fee / account holder | $682 | $2,956-76.9% | $3,070-77.8% | $5,651-87.9% |