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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 | $6,523 | $110,212-94.1% | $96,534-93.2% | $139,466-95.3% |
| Participation rate | 70.6% | 78.1%-7.5pp | 76.0%-5.4pp | 80.3%-9.7pp |
| Annual return | 32.94% | 26.42%+6.5pp | 25.88%+7.1pp | 373.66%-340.7pp |
| Employer contribution / active EE | $1,530 | $3,620-57.7% | $2,965-48.4% | $4,754-67.8% |
| Participant deferral / active EE | $2,616 | $5,547-52.8% | $4,851-46.1% | $6,712-61.0% |
| Admin fee / account holder | $3,226 | $11,599-72.2% | $8,253-60.9% | $11,409-71.7% |