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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 | $10,341 | $110,379-90.6% | $102,412-89.9% | $145,884-92.9% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.3pp |
| Annual return | 17.65% | 24.84%-7.2pp | 24.94%-7.3pp | 551.85%-534.2pp |
| Employer contribution / active EE | $1,909 | $4,216-54.7% | $3,870-50.7% | $4,662-59.1% |
| Participant deferral / active EE | $2,396 | $5,622-57.4% | $5,060-52.7% | $6,690-64.2% |
| Admin fee / account holder | $798 | $9,745-91.8% | $8,388-90.5% | $13,392-94.0% |