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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 | $8,423 | $103,949-91.9% | $69,182-87.8% | $273,972-96.9% |
| Participation rate | 94.4% | 67.4%+27.1pp | 55.1%+39.3pp | 83.0%+11.4pp |
| Annual return | 5.69% | 35.28%-29.6pp | -21.93%+27.6pp | 41.46%-35.8pp |
| Employer contribution / active EE | $2,038 | $1,783+14.3% | $1,206+69.0% | $4,869-58.1% |
| Participant deferral / active EE | $2,038 | $2,716-25.0% | $1,897+7.4% | $5,287-61.5% |
| Admin fee / account holder | $602 | $3,671-83.6% | $2,697-77.7% | $10,133-94.1% |