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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 | $9,236 | $81,358-88.6% | $155,556-94.1% | $80,959-88.6% |
| Participation rate | 77.1% | 66.3%+10.9pp | 78.2%-1.1pp | 67.7%+9.5pp |
| Annual return | 12.07% | 33.39%-21.3pp | 64.84%-52.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $1,481 | $3,106-52.3% | $4,675-68.3% | $2,757-46.3% |
| Participant deferral / active EE | $2,830 | $3,455-18.1% | $5,631-49.7% | $4,300-34.2% |
| Admin fee / account holder | $2,719 | $7,994-66.0% | $15,885-82.9% | $6,925-60.7% |