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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 | $3,860 | $110,278-96.5% | $95,740-96.0% | $139,466-97.2% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 24.23% | 27.19%-3.0pp | 28.41%-4.2pp | 373.66%-349.4pp |
| Employer contribution / active EE | $1,300 | $3,260-60.1% | $2,836-54.2% | $4,754-72.7% |
| Participant deferral / active EE | $1,923 | $4,674-58.9% | $4,244-54.7% | $6,712-71.4% |
| Admin fee / account holder | $1,314 | $6,613-80.1% | $5,676-76.9% | $11,409-88.5% |