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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 | $12,362 | $60,349-79.5% | $74,184-83.3% | $62,881-80.3% |
| Participation rate | 93.9% | 72.7%+21.2pp | 76.6%+17.3pp | 69.3%+24.6pp |
| Annual return | 8.50% | 21.38%-12.9pp | 17.74%-9.2pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,251 | $1,680-25.6% | $2,370-47.2% | $2,281-45.2% |
| Participant deferral / active EE | $2,098 | $2,856-26.5% | $3,550-40.9% | $3,203-34.5% |
| Admin fee / account holder | $730 | $4,261-82.9% | $5,586-86.9% | $4,296-83.0% |