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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 | $8,271 | $81,487-89.9% | $102,412-91.9% | $80,935-89.8% |
| Participation rate | 72.2% | 66.8%+5.4pp | 74.5%-2.3pp | 67.7%+4.6pp |
| Annual return | 0.00% | 25.60%-25.6pp | 24.94%-24.9pp | 35.66%-35.7pp |
| Employer contribution / active EE | $2,705 | $3,103-12.8% | $3,870-30.1% | $2,757-1.9% |
| Participant deferral / active EE | $4,045 | $3,871+4.5% | $5,060-20.1% | $4,299-5.9% |
| Admin fee / account holder | $513 | $6,717-92.4% | $8,388-93.9% | $6,924-92.6% |