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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 | $6,003 | $48,078-87.5% | $78,676-92.4% | $62,881-90.5% |
| Participation rate | 70.0% | 65.2%+4.8pp | 73.6%-3.6pp | 69.3%+0.7pp |
| Annual return | 14.63% | 31.36%-16.7pp | 62.19%-47.6pp | 20.14%-5.5pp |
| Employer contribution / active EE | $1,324 | $2,015-34.3% | $2,850-53.6% | $2,281-42.0% |
| Participant deferral / active EE | $1,659 | $2,587-35.9% | $3,517-52.8% | $3,203-48.2% |
| Admin fee / account holder | $340 | $3,206-89.4% | $4,510-92.5% | $4,296-92.1% |