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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 | $19,310 | $93,345-79.3% | $119,126-83.8% | $87,485-77.9% |
| Participation rate | 97.0% | 68.7%+28.2pp | 75.8%+21.2pp | 68.9%+28.0pp |
| Annual return | 18.14% | 19.08%-0.9pp | 282.11%-264.0pp | 26.06%-7.9pp |
| Employer contribution / active EE | $3,431 | $3,172+8.2% | $4,034-14.9% | $2,596+32.2% |
| Participant deferral / active EE | $0 | $4,099-100.0% | $5,318-100.0% | $4,274-100.0% |
| Admin fee / account holder | $2,122 | $8,039-73.6% | $10,693-80.2% | $7,775-72.7% |