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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 | $95,404-86.9% | $113,397-89.0% | $82,637-84.9% |
| Participation rate | 98.3% | 72.8%+25.5pp | 76.5%+21.8pp | 68.1%+30.3pp |
| Annual return | 12.22% | 19.08%-6.9pp | 23.20%-11.0pp | 53.51%-41.3pp |
| Employer contribution / active EE | $1,436 | $2,307-37.8% | $2,977-51.8% | $2,552-43.7% |
| Participant deferral / active EE | $3,308 | $4,220-21.6% | $5,076-34.8% | $4,126-19.8% |
| Admin fee / account holder | $3,495 | $9,168-61.9% | $11,957-70.8% | $7,339-52.4% |