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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 | $8,951 | $228,395-96.1% | $185,861-95.2% | $158,982-94.4% |
| Participation rate | 87.5% | 82.3%+5.2pp | 78.0%+9.5pp | 82.0%+5.5pp |
| Annual return | 20.34% | 40.82%-20.5pp | 35.96%-15.6pp | 302.99%-282.6pp |
| Employer contribution / active EE | $877 | $4,968-82.3% | $4,088-78.5% | $4,763-81.6% |
| Participant deferral / active EE | $2,081 | $6,417-67.6% | $5,634-63.1% | $5,983-65.2% |
| Admin fee / account holder | $886 | $11,869-92.5% | $9,503-90.7% | $11,252-92.1% |