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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 | $11,521 | $147,594-92.2% | $121,871-90.5% | $198,609-94.2% |
| Participation rate | 95.7% | 78.0%+17.7pp | 73.2%+22.5pp | 82.4%+13.3pp |
| Annual return | 10.11% | 12.94%-2.8pp | 13.57%-3.5pp | 202.70%-192.6pp |
| Employer contribution / active EE | $1,087 | $3,007-63.9% | $2,731-60.2% | $5,055-78.5% |
| Participant deferral / active EE | $0 | $5,168-100.0% | $4,318-100.0% | $6,977-100.0% |
| Admin fee / account holder | $3,199 | $15,134-78.9% | $11,551-72.3% | $19,030-83.2% |