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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 | $10,696 | $106,247-89.9% | $96,515-88.9% | $139,466-92.3% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.3%-2.1pp | 80.3%-8.1pp |
| Annual return | 22.18% | 38.47%-16.3pp | 35.73%-13.5pp | 373.66%-351.5pp |
| Employer contribution / active EE | $947 | $4,106-76.9% | $3,740-74.7% | $4,754-80.1% |
| Participant deferral / active EE | $1,519 | $5,456-72.2% | $4,880-68.9% | $6,712-77.4% |
| Admin fee / account holder | $2,815 | $7,885-64.3% | $6,735-58.2% | $11,409-75.3% |