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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 | $8,894 | $211,239-95.8% | $178,528-95.0% | $145,877-93.9% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 12.59% | 30.22%-17.6pp | 27.11%-14.5pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,690 | $4,570-63.0% | $3,950-57.2% | $4,663-63.8% |
| Participant deferral / active EE | $2,186 | $6,963-68.6% | $6,278-65.2% | $6,691-67.3% |
| Admin fee / account holder | $673 | $12,095-94.4% | $10,419-93.5% | $13,402-95.0% |