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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 | $6,648 | $110,410-94.0% | $102,437-93.5% | $145,897-95.4% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.70% | 24.85%-12.2pp | 24.95%-12.2pp | 552.29%-539.6pp |
| Employer contribution / active EE | $1,126 | $4,217-73.3% | $3,871-70.9% | $4,663-75.9% |
| Participant deferral / active EE | $1,865 | $5,622-66.8% | $5,060-63.1% | $6,689-72.1% |
| Admin fee / account holder | $675 | $9,745-93.1% | $8,388-92.0% | $13,390-95.0% |