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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 | $12,015 | $110,137-89.1% | $161,149-92.5% | $82,637-85.5% |
| Participation rate | 95.3% | 72.4%+23.0pp | 78.8%+16.5pp | 68.1%+27.3pp |
| Annual return | 24.26% | 20.69%+3.6pp | 21.16%+3.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $1,192 | $2,856-58.3% | $4,360-72.7% | $2,552-53.3% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,178 | $9,467-87.6% | $15,194-92.2% | $7,339-84.0% |