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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 | $9,206 | $215,361-95.7% | $171,082-94.6% | $273,972-96.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 76.7%+1.1pp | 83.0%-5.2pp |
| Annual return | 9.02% | 25.14%-16.1pp | 32.56%-23.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $2,800 | $4,967-43.6% | $4,002-30.0% | $4,869-42.5% |
| Participant deferral / active EE | $3,990 | $5,543-28.0% | $4,797-16.8% | $5,287-24.5% |
| Admin fee / account holder | $1,063 | $10,846-90.2% | $8,520-87.5% | $10,133-89.5% |