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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 | $11,667 | $108,825-89.3% | $156,181-92.5% | $82,448-85.8% |
| Participation rate | 84.8% | 72.4%+12.5pp | 78.8%+6.0pp | 68.1%+16.8pp |
| Annual return | 13.47% | 20.59%-7.1pp | 64.87%-51.4pp | 41.64%-28.2pp |
| Employer contribution / active EE | $925 | $2,870-67.8% | $4,294-78.5% | $2,551-63.7% |
| Participant deferral / active EE | $2,845 | $4,577-37.9% | $6,132-53.6% | $4,139-31.3% |
| Admin fee / account holder | $1,107 | $9,341-88.1% | $14,586-92.4% | $7,234-84.7% |