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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 | $9,859 | $105,929-90.7% | $81,716-87.9% | $158,966-93.8% |
| Participation rate | 90.9% | 75.6%+15.3pp | 72.0%+18.9pp | 82.0%+8.9pp |
| Annual return | 11.14% | 38.19%-27.0pp | 29.49%-18.4pp | 302.95%-291.8pp |
| Employer contribution / active EE | $864 | $7,802-88.9% | $4,310-80.0% | $4,762-81.9% |
| Participant deferral / active EE | $2,772 | $13,007-78.7% | $7,108-61.0% | $5,983-53.7% |
| Admin fee / account holder | $27,473 | $8,492+223.5% | $5,159+432.5% | $11,250+144.2% |