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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 | $7,699 | $46,599-83.5% | $64,101-88.0% | $75,173-89.8% |
| Participation rate | 75.6% | 65.9%+9.7pp | 72.3%+3.3pp | 67.2%+8.4pp |
| Annual return | 12.76% | 26.06%-13.3pp | 33.72%-21.0pp | 160.72%-148.0pp |
| Employer contribution / active EE | $988 | $1,975-50.0% | $2,749-64.1% | $2,671-63.0% |
| Participant deferral / active EE | $1,574 | $2,837-44.5% | $3,881-59.5% | $4,126-61.9% |
| Admin fee / account holder | $952 | $2,956-67.8% | $3,070-69.0% | $5,651-83.1% |