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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 | $18,501 | $93,346-80.2% | $71,796-74.2% | $273,972-93.2% |
| Participation rate | 94.4% | 76.5%+17.9pp | 69.1%+25.3pp | 83.0%+11.4pp |
| Annual return | 8.31% | 130.39%-122.1pp | 78.04%-69.7pp | 41.46%-33.1pp |
| Employer contribution / active EE | $431 | $2,733-84.2% | $1,924-77.6% | $4,869-91.2% |
| Participant deferral / active EE | $906 | $3,475-73.9% | $2,794-67.6% | $5,287-82.9% |
| Admin fee / account holder | $3,541 | $6,571-46.1% | $4,815-26.5% | $10,133-65.1% |