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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 | $18,326 | $87,733-79.1% | $106,554-82.8% | $85,852-78.7% |
| Participation rate | 91.4% | 71.9%+19.5pp | 76.1%+15.3pp | 69.3%+22.1pp |
| Annual return | 16.49% | 21.86%-5.4pp | 26.80%-10.3pp | 318.66%-302.2pp |
| Employer contribution / active EE | $1,489 | $2,073-28.2% | $2,819-47.2% | $2,566-42.0% |
| Participant deferral / active EE | $2,261 | $3,469-34.8% | $4,398-48.6% | $3,952-42.8% |
| Admin fee / account holder | $1,003 | $6,767-85.2% | $7,408-86.5% | $6,261-84.0% |