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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 | $8,728 | $73,863-88.2% | $143,797-93.9% | $68,490-87.3% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.5pp | 67.9%+15.0pp |
| Annual return | 34.28% | 0.91%+33.4pp | -0.04%+34.3pp | -7.85%+42.1pp |
| Employer contribution / active EE | $1,916 | $3,185-39.9% | $4,952-61.3% | $2,597-26.2% |
| Participant deferral / active EE | $1,263 | $3,385-62.7% | $5,638-77.6% | $4,028-68.6% |
| Admin fee / account holder | $2,893 | $5,756-49.7% | $14,679-80.3% | $5,403-46.5% |