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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 | $5,852 | $154,193-96.2% | $130,045-95.5% | $139,466-95.8% |
| Participation rate | 89.5% | 82.0%+7.5pp | 78.5%+11.0pp | 80.3%+9.1pp |
| Annual return | 23.15% | 32.51%-9.4pp | -137.30%+160.5pp | 373.66%-350.5pp |
| Employer contribution / active EE | $1,091 | $5,292-79.4% | $4,321-74.7% | $4,754-77.0% |
| Participant deferral / active EE | $2,300 | $6,709-65.7% | $5,820-60.5% | $6,712-65.7% |
| Admin fee / account holder | $398 | $13,989-97.2% | $10,600-96.2% | $11,409-96.5% |