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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 | $21,055 | $157,829-86.7% | $136,867-84.6% | $198,609-89.4% |
| Participation rate | 75.0% | 77.2%-2.2pp | 74.5%+0.5pp | 82.4%-7.4pp |
| Annual return | 11.80% | 51.25%-39.4pp | 42.97%-31.2pp | 202.70%-190.9pp |
| Employer contribution / active EE | $1,047 | $3,923-73.3% | $3,547-70.5% | $5,055-79.3% |
| Participant deferral / active EE | $2,353 | $5,463-56.9% | $4,924-52.2% | $6,977-66.3% |
| Admin fee / account holder | $1,002 | $11,107-91.0% | $10,340-90.3% | $19,030-94.7% |