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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 | $9,698 | $117,846-91.8% | $102,434-90.5% | $145,884-93.4% |
| Participation rate | 91.7% | 78.6%+13.0pp | 76.5%+15.2pp | 80.3%+11.4pp |
| Annual return | 21.42% | 31.90%-10.5pp | 29.46%-8.0pp | 551.85%-530.4pp |
| Employer contribution / active EE | $2,587 | $3,615-28.4% | $3,023-14.4% | $4,662-44.5% |
| Participant deferral / active EE | $3,585 | $5,733-37.5% | $5,055-29.1% | $6,690-46.4% |
| Admin fee / account holder | $904 | $13,356-93.2% | $9,462-90.4% | $13,392-93.2% |