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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 | $11,553 | $73,978-84.4% | $96,515-88.0% | $75,173-84.6% |
| Participation rate | 86.5% | 66.4%+20.1pp | 74.3%+12.1pp | 67.2%+19.3pp |
| Annual return | 18.07% | 26.72%-8.7pp | 35.73%-17.7pp | 160.72%-142.7pp |
| Employer contribution / active EE | $2,918 | $2,931-0.4% | $3,740-22.0% | $2,671+9.3% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,096 | $5,219-79.0% | $6,735-83.7% | $5,651-80.6% |