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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 | $9,929 | $124,330-92.0% | $109,173-90.9% | $167,536-94.1% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 21.59% | 26.04%-4.4pp | 25.75%-4.2pp | 478.82%-457.2pp |
| Employer contribution / active EE | $864 | $4,209-79.5% | $3,723-76.8% | $4,839-82.2% |
| Participant deferral / active EE | $2,402 | $5,256-54.3% | $4,654-48.4% | $6,342-62.1% |
| Admin fee / account holder | $2,421 | $7,974-69.6% | $6,755-64.2% | $12,315-80.3% |