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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 | $23,316 | $162,821-85.7% | $133,978-82.6% | $158,982-85.3% |
| Participation rate | 77.8% | 83.2%-5.5pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 11.47% | 41.95%-30.5pp | 45.10%-33.6pp | 302.99%-291.5pp |
| Employer contribution / active EE | $982 | $4,976-80.3% | $3,919-74.9% | $4,763-79.4% |
| Participant deferral / active EE | $2,208 | $5,910-62.6% | $5,047-56.3% | $5,983-63.1% |
| Admin fee / account holder | $1,049 | $11,742-91.1% | $8,930-88.3% | $11,252-90.7% |