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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 | $12,593 | $77,638-83.8% | $156,551-92.0% | $62,881-80.0% |
| Participation rate | 84.6% | 71.2%+13.4pp | 84.0%+0.6pp | 69.3%+15.3pp |
| Annual return | 5.81% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,786 | $3,444-48.1% | $5,501-67.5% | $2,281-21.7% |
| Participant deferral / active EE | $1,784 | $3,046-41.4% | $4,871-63.4% | $3,203-44.3% |
| Admin fee / account holder | $1,008 | $5,561-81.9% | $13,028-92.3% | $4,296-76.5% |