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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 | $11,839 | $154,228-92.3% | $145,433-91.9% | $137,256-91.4% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 24.28% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.1pp |
| Employer contribution / active EE | $1,736 | $4,804-63.9% | $4,554-61.9% | $4,156-58.2% |
| Participant deferral / active EE | $3,273 | $8,216-60.2% | $7,897-58.6% | $6,407-48.9% |
| Admin fee / account holder | $1,859 | $14,344-87.0% | $13,129-85.8% | $12,270-84.9% |