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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 | $12,169 | $124,425-90.2% | $112,040-89.1% | $137,256-91.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 12.94% | 24.72%-11.8pp | 24.52%-11.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,895 | $3,411-44.4% | $2,954-35.8% | $4,156-54.4% |
| Participant deferral / active EE | $2,509 | $5,718-56.1% | $5,098-50.8% | $6,407-60.8% |
| Admin fee / account holder | $2,347 | $15,207-84.6% | $12,098-80.6% | $12,270-80.9% |