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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 | $100,194-79.7% | $122,979-83.4% | $86,983-76.6% |
| Participation rate | 98.2% | 73.0%+25.2pp | 77.2%+21.0pp | 69.5%+28.6pp |
| Annual return | 19.92% | 16.47%+3.4pp | 20.12%-0.2pp | 25.83%-5.9pp |
| Employer contribution / active EE | $787 | $2,326-66.2% | $3,062-74.3% | $2,584-69.6% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $940 | $10,148-90.7% | $12,864-92.7% | $7,856-88.0% |