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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 | $10,619 | $72,273-85.3% | $101,275-89.5% | $79,856-86.7% |
| Participation rate | 98.7% | 68.5%+30.2pp | 75.8%+22.9pp | 69.6%+29.0pp |
| Annual return | 11.80% | 22.30%-10.5pp | 46.48%-34.7pp | 31.71%-19.9pp |
| Employer contribution / active EE | $3,202 | $2,691+19.0% | $3,660-12.5% | $2,471+29.6% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $662 | $4,401-85.0% | $5,948-88.9% | $5,306-87.5% |