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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 | $211,224-95.8% | $178,505-95.0% | $145,897-93.9% |
| Participation rate | 88.9% | 80.8%+8.1pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 12.59% | 30.28%-17.7pp | 27.16%-14.6pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,690 | $4,577-63.1% | $3,955-57.3% | $4,663-63.8% |
| Participant deferral / active EE | $2,186 | $6,966-68.6% | $6,280-65.2% | $6,689-67.3% |
| Admin fee / account holder | $673 | $12,109-94.4% | $10,428-93.5% | $13,390-95.0% |