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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 | $10,901 | $99,345-89.0% | $84,753-87.1% | $273,972-96.0% |
| Participation rate | 95.2% | 80.7%+14.5pp | 76.6%+18.6pp | 83.0%+12.2pp |
| Annual return | 2.69% | 22.93%-20.2pp | 22.78%-20.1pp | 41.46%-38.8pp |
| Employer contribution / active EE | $2,143 | $4,214-49.1% | $3,574-40.0% | $4,869-56.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,767 | $6,645-58.4% | $5,333-48.1% | $10,133-72.7% |