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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 | $12,246 | $72,273-83.1% | $101,275-87.9% | $79,856-84.7% |
| Participation rate | 94.0% | 68.5%+25.5pp | 75.8%+18.2pp | 69.6%+24.4pp |
| Annual return | 32.48% | 22.30%+10.2pp | 46.48%-14.0pp | 31.71%+0.8pp |
| Employer contribution / active EE | $2,571 | $2,691-4.5% | $3,660-29.8% | $2,471+4.0% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $664 | $4,401-84.9% | $5,948-88.8% | $5,306-87.5% |