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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 | $11,082 | $158,852-93.0% | $121,220-90.9% | $135,380-91.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.8%+11.6pp | 82.6%+0.7pp |
| Annual return | 6.68% | -0.64%+7.3pp | 16.94%-10.3pp | 519.81%-513.1pp |
| Employer contribution / active EE | $1,573 | $5,666-72.2% | $4,023-60.9% | $4,779-67.1% |
| Participant deferral / active EE | $2,917 | $4,006-27.2% | $3,345-12.8% | $5,609-48.0% |
| Admin fee / account holder | $393 | $6,515-94.0% | $5,021-92.2% | $10,828-96.4% |