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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 | $3,993 | $110,410-96.4% | $102,437-96.1% | $145,897-97.3% |
| Participation rate | 81.8% | 77.9%+3.9pp | 74.5%+7.3pp | 80.3%+1.5pp |
| Annual return | 15.57% | 24.85%-9.3pp | 24.95%-9.4pp | 552.29%-536.7pp |
| Employer contribution / active EE | $1,027 | $4,217-75.6% | $3,871-73.5% | $4,663-78.0% |
| Participant deferral / active EE | $1,834 | $5,622-67.4% | $5,060-63.8% | $6,689-72.6% |
| Admin fee / account holder | $1,438 | $9,745-85.2% | $8,388-82.9% | $13,390-89.3% |