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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 | $19,307 | $101,798-81.0% | $165,071-88.3% | $80,935-76.1% |
| Participation rate | 96.4% | 71.8%+24.6pp | 78.6%+17.8pp | 67.7%+28.8pp |
| Annual return | 11.81% | 16.73%-4.9pp | 70.17%-58.4pp | 35.66%-23.8pp |
| Employer contribution / active EE | $2,872 | $2,954-2.8% | $4,347-33.9% | $2,757+4.2% |
| Participant deferral / active EE | $2,971 | $4,476-33.6% | $6,035-50.8% | $4,299-30.9% |
| Admin fee / account holder | $337 | $8,221-95.9% | $12,695-97.3% | $6,924-95.1% |