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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 | $8,292 | $181,896-95.4% | $156,551-94.7% | $273,972-97.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 3.35% | 30.74%-27.4pp | 32.23%-28.9pp | 41.46%-38.1pp |
| Employer contribution / active EE | $1,763 | $6,248-71.8% | $5,501-67.9% | $4,869-63.8% |
| Participant deferral / active EE | $2,009 | $5,550-63.8% | $4,871-58.8% | $5,287-62.0% |
| Admin fee / account holder | $492 | $15,560-96.8% | $13,028-96.2% | $10,133-95.1% |