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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 | $9,926 | $111,814-91.1% | $103,378-90.4% | $145,978-93.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 14.38% | 24.80%-10.4pp | 24.91%-10.5pp | 550.52%-536.1pp |
| Employer contribution / active EE | $1,013 | $4,215-76.0% | $3,870-73.8% | $4,662-78.3% |
| Participant deferral / active EE | $4,495 | $5,618-20.0% | $5,058-11.1% | $6,690-32.8% |
| Admin fee / account holder | $570 | $9,764-94.2% | $8,401-93.2% | $13,400-95.7% |