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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 | $12,321 | $86,949-85.8% | $102,460-88.0% | $80,959-84.8% |
| Participation rate | 77.9% | 72.4%+5.5pp | 76.5%+1.4pp | 67.7%+10.2pp |
| Annual return | 22.29% | 18.89%+3.4pp | 29.47%-7.2pp | 35.67%-13.4pp |
| Employer contribution / active EE | $1,042 | $2,370-56.0% | $3,025-65.6% | $2,757-62.2% |
| Participant deferral / active EE | $2,383 | $4,121-42.2% | $5,056-52.9% | $4,300-44.6% |
| Admin fee / account holder | $660 | $8,048-91.8% | $9,460-93.0% | $6,925-90.5% |