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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 | $95,404-78.6% | $113,397-82.0% | $82,637-75.3% |
| Participation rate | 98.2% | 72.8%+25.4pp | 76.5%+21.7pp | 68.1%+30.1pp |
| Annual return | 19.92% | 19.08%+0.8pp | 23.20%-3.3pp | 53.51%-33.6pp |
| Employer contribution / active EE | $787 | $2,307-65.9% | $2,977-73.6% | $2,552-69.2% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $940 | $9,168-89.8% | $11,957-92.1% | $7,339-87.2% |