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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 | $24,847 | $32,993-24.7% | $110,523-77.5% | $52,729-52.9% |
| Participation rate | 97.7% | 41.3%+56.4pp | 47.6%+50.1pp | 12.6%+85.1pp |
| Annual return | 5.04% | 2.73%+2.3pp | 1.69%+3.3pp | 4.56%+0.5pp |
| Employer contribution / active EE | $3,083 | $13,500-77.2% | $24,295-87.3% | $15,526-80.1% |
| Participant deferral / active EE | $3,639 | $559+551.2% | $1,031+252.9% | $97+3669.6% |
| Admin fee / account holder | $469 | $2,215-78.8% | $1,392-66.3% | $1,711-72.6% |