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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 | $16,635 | $105,623-84.3% | $87,502-81.0% | $273,972-93.9% |
| Participation rate | 86.7% | 78.2%+8.5pp | 73.8%+12.8pp | 83.0%+3.7pp |
| Annual return | 7.01% | 12.26%-5.2pp | 12.21%-5.2pp | 41.46%-34.4pp |
| Employer contribution / active EE | $1,236 | $3,141-60.6% | $2,550-51.5% | $4,869-74.6% |
| Participant deferral / active EE | $2,834 | $3,601-21.3% | $3,149-10.0% | $5,287-46.4% |
| Admin fee / account holder | $1,190 | $4,781-75.1% | $4,221-71.8% | $10,133-88.3% |