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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 | $18,182 | $71,878-74.7% | $86,698-79.0% | $68,486-73.5% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | 17.38% | 3.53%+13.8pp | 35.95%-18.6pp | -7.85%+25.2pp |
| Employer contribution / active EE | $3,243 | $2,173+49.2% | $2,837+14.3% | $2,597+24.9% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,278 | $6,113-79.1% | $7,493-82.9% | $5,404-76.3% |