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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 | $9,848 | $96,558-89.8% | $80,977-87.8% | $273,972-96.4% |
| Participation rate | 85.7% | 79.1%+6.6pp | 75.8%+9.9pp | 83.0%+2.7pp |
| Annual return | 33.66% | 15.14%+18.5pp | 17.11%+16.6pp | 41.46%-7.8pp |
| Employer contribution / active EE | $2,858 | $4,869-41.3% | $3,715-23.1% | $4,869-41.3% |
| Participant deferral / active EE | $3,691 | $6,598-44.1% | $5,696-35.2% | $5,287-30.2% |
| Admin fee / account holder | $919 | $7,493-87.7% | $5,517-83.3% | $10,133-90.9% |