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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 | $8,552 | $112,729-92.4% | $98,716-91.3% | $137,256-93.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 69.3%+18.2pp | 80.0%+7.5pp |
| Annual return | 19.48% | 38.48%-19.0pp | 31.81%-12.3pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,019 | $2,725-62.6% | $2,279-55.3% | $4,156-75.5% |
| Participant deferral / active EE | $1,601 | $4,640-65.5% | $4,048-60.5% | $6,407-75.0% |
| Admin fee / account holder | $2,524 | $10,129-75.1% | $8,703-71.0% | $12,270-79.4% |