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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 | $18,160 | $103,966-82.5% | $112,899-83.9% | $75,173-75.8% |
| Participation rate | 93.1% | 75.7%+17.4pp | 80.5%+12.6pp | 67.2%+25.9pp |
| Annual return | 15.94% | 24.54%-8.6pp | 34.11%-18.2pp | 160.72%-144.8pp |
| Employer contribution / active EE | $1,655 | $3,870-57.2% | $4,566-63.8% | $2,671-38.1% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,516-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,794 | $7,663-76.6% | $7,047-74.5% | $5,651-68.2% |