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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 | $13,646 | $185,312-92.6% | $161,489-91.5% | $154,746-91.2% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 18.04% | 103.84%-85.8pp | 89.72%-71.7pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,435 | $4,769-69.9% | $4,268-66.4% | $4,379-67.2% |
| Participant deferral / active EE | $2,178 | $6,350-65.7% | $5,630-61.3% | $6,730-67.6% |
| Admin fee / account holder | $1,972 | $18,654-89.4% | $16,006-87.7% | $14,365-86.3% |