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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 | $17,611 | $93,346-81.1% | $71,796-75.5% | $273,972-93.6% |
| Participation rate | 93.3% | 76.5%+16.8pp | 69.1%+24.2pp | 83.0%+10.3pp |
| Annual return | 5.99% | 130.39%-124.4pp | 78.04%-72.0pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,060 | $2,733-61.2% | $1,924-44.9% | $4,869-78.2% |
| Participant deferral / active EE | $1,259 | $3,475-63.8% | $2,794-55.0% | $5,287-76.2% |
| Admin fee / account holder | $7,970 | $6,571+21.3% | $4,815+65.5% | $10,133-21.3% |