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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 | $8,361 | $95,453-91.2% | $112,040-92.5% | $82,448-89.9% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 19.65% | 23.92%-4.3pp | 24.52%-4.9pp | 41.64%-22.0pp |
| Employer contribution / active EE | $1,968 | $2,318-15.1% | $2,954-33.4% | $2,551-22.8% |
| Participant deferral / active EE | $2,096 | $4,224-50.4% | $5,098-58.9% | $4,139-49.4% |
| Admin fee / account holder | $971 | $9,013-89.2% | $12,098-92.0% | $7,234-86.6% |