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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 | $97,550-87.2% | $120,344-89.6% | $87,485-85.7% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.7%+21.6pp | 68.9%+29.4pp |
| Annual return | 12.22% | 18.41%-6.2pp | 20.30%-8.1pp | 26.06%-13.8pp |
| Employer contribution / active EE | $1,436 | $2,291-37.3% | $3,020-52.5% | $2,596-44.7% |
| Participant deferral / active EE | $3,308 | $4,230-21.8% | $5,135-35.6% | $4,274-22.6% |
| Admin fee / account holder | $3,495 | $9,543-63.4% | $12,742-72.6% | $7,775-55.0% |