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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 | $14,554 | $158,827-90.8% | $121,208-88.0% | $135,382-89.2% |
| Participation rate | 87.5% | 79.3%+8.2pp | 71.8%+15.7pp | 82.6%+4.9pp |
| Annual return | 8.37% | -0.64%+9.0pp | 16.93%-8.6pp | 519.77%-511.4pp |
| Employer contribution / active EE | $1,532 | $5,666-73.0% | $4,023-61.9% | $4,779-68.0% |
| Participant deferral / active EE | $1,972 | $4,006-50.8% | $3,345-41.0% | $5,609-64.8% |
| Admin fee / account holder | $5,654 | $6,514-13.2% | $5,020+12.6% | $10,829-47.8% |