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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 | $6,549 | $182,442-96.4% | $163,379-96.0% | $138,895-95.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 37.74% | 72.74%-35.0pp | 63.41%-25.7pp | 145.39%-107.7pp |
| Employer contribution / active EE | $2,436 | $4,159-41.4% | $3,752-35.1% | $4,194-41.9% |
| Participant deferral / active EE | $1,477 | $6,817-78.3% | $6,282-76.5% | $6,396-76.9% |
| Admin fee / account holder | $308 | $10,396-97.0% | $9,818-96.9% | $12,562-97.6% |