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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 | $7,807 | $165,407-95.3% | $149,751-94.8% | $158,988-95.1% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 14.03% | 348.32%-334.3pp | 276.71%-262.7pp | 303.00%-289.0pp |
| Employer contribution / active EE | $2,285 | $5,105-55.2% | $4,646-50.8% | $4,763-52.0% |
| Participant deferral / active EE | $5,355 | $7,183-25.4% | $6,843-21.7% | $5,983-10.5% |
| Admin fee / account holder | $393 | $10,812-96.4% | $9,312-95.8% | $11,252-96.5% |