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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 | $9,092 | $99,345-90.8% | $84,753-89.3% | $273,972-96.7% |
| Participation rate | 92.3% | 80.7%+11.6pp | 76.6%+15.7pp | 83.0%+9.3pp |
| Annual return | 105.79% | 22.93%+82.9pp | 22.78%+83.0pp | 41.46%+64.3pp |
| Employer contribution / active EE | $3,020 | $4,214-28.3% | $3,574-15.5% | $4,869-38.0% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $303 | $6,645-95.4% | $5,333-94.3% | $10,133-97.0% |