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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 | $8,620 | $96,558-91.1% | $80,977-89.4% | $273,972-96.9% |
| Participation rate | 90.9% | 79.1%+11.8pp | 75.8%+15.1pp | 83.0%+7.9pp |
| Annual return | 8.28% | 15.14%-6.9pp | 17.11%-8.8pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,945 | $4,869-39.5% | $3,715-20.7% | $4,869-39.5% |
| Participant deferral / active EE | $5,008 | $6,598-24.1% | $5,696-12.1% | $5,287-5.3% |
| Admin fee / account holder | $2,724 | $7,493-63.6% | $5,517-50.6% | $10,133-73.1% |