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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 | $20,383 | $97,550-79.1% | $120,344-83.1% | $87,485-76.7% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.7%+21.5pp | 68.9%+29.3pp |
| Annual return | 19.92% | 18.41%+1.5pp | 20.30%-0.4pp | 26.06%-6.1pp |
| Employer contribution / active EE | $787 | $2,291-65.7% | $3,020-73.9% | $2,596-69.7% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $940 | $9,543-90.2% | $12,742-92.6% | $7,775-87.9% |