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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 | $9,632 | $102,609-90.6% | $98,090-90.2% | $138,895-93.1% |
| Participation rate | 95.0% | 82.8%+12.2pp | 81.5%+13.5pp | 79.9%+15.1pp |
| Annual return | 15.79% | 36.44%-20.6pp | 37.05%-21.3pp | 145.39%-129.6pp |
| Employer contribution / active EE | $2,851 | $3,867-26.3% | $3,606-20.9% | $4,194-32.0% |
| Participant deferral / active EE | $2,678 | $8,167-67.2% | $7,845-65.9% | $6,396-58.1% |
| Admin fee / account holder | $1,399 | $11,434-87.8% | $11,815-88.2% | $12,562-88.9% |