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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 | $9,566 | $111,814-91.4% | $103,378-90.7% | $145,978-93.4% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.5%+16.4pp | 80.3%+10.6pp |
| Annual return | 15.87% | 24.80%-8.9pp | 24.91%-9.0pp | 550.52%-534.6pp |
| Employer contribution / active EE | $1,363 | $4,215-67.7% | $3,870-64.8% | $4,662-70.8% |
| Participant deferral / active EE | $2,766 | $5,618-50.8% | $5,058-45.3% | $6,690-58.7% |
| Admin fee / account holder | $825 | $9,764-91.5% | $8,401-90.2% | $13,400-93.8% |