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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 | $9,682 | $106,280-90.9% | $96,538-90.0% | $139,487-93.1% |
| Participation rate | 88.2% | 77.8%+10.4pp | 74.3%+13.9pp | 80.3%+7.9pp |
| Annual return | 25.54% | 38.48%-12.9pp | 35.74%-10.2pp | 373.84%-348.3pp |
| Employer contribution / active EE | $2,073 | $4,107-49.5% | $3,740-44.6% | $4,755-56.4% |
| Participant deferral / active EE | $2,764 | $5,457-49.4% | $4,880-43.4% | $6,713-58.8% |
| Admin fee / account holder | $871 | $7,888-89.0% | $6,737-87.1% | $11,407-92.4% |