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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 | $12,512 | $104,098-88.0% | $140,514-91.1% | $94,015-86.7% |
| Participation rate | 98.3% | 73.7%+24.6pp | 77.8%+20.5pp | 70.8%+27.5pp |
| Annual return | 12.22% | 15.14%-2.9pp | 14.36%-2.1pp | 17.84%-5.6pp |
| Employer contribution / active EE | $1,436 | $2,388-39.9% | $3,378-57.5% | $2,790-48.5% |
| Participant deferral / active EE | $3,308 | $4,033-18.0% | $4,919-32.8% | $4,249-22.2% |
| Admin fee / account holder | $3,495 | $10,439-66.5% | $13,697-74.5% | $8,951-61.0% |