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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 | $22,260 | $135,956-83.6% | $123,894-82.0% | $273,972-91.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 5.67% | 56.63%-51.0pp | 47.52%-41.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $1,517 | $5,170-70.6% | $4,617-67.1% | $4,869-68.8% |
| Participant deferral / active EE | $2,910 | $6,343-54.1% | $5,984-51.4% | $5,287-45.0% |
| Admin fee / account holder | $308 | $9,817-96.9% | $8,357-96.3% | $10,133-97.0% |