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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 | $20,450 | $135,956-85.0% | $123,894-83.5% | $273,972-92.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 7.68% | 56.63%-48.9pp | 47.52%-39.8pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,279 | $5,170-75.3% | $4,617-72.3% | $4,869-73.7% |
| Participant deferral / active EE | $2,589 | $6,343-59.2% | $5,984-56.7% | $5,287-51.0% |
| Admin fee / account holder | $955 | $9,817-90.3% | $8,357-88.6% | $10,133-90.6% |