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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 | $33,871 | $104,098-67.5% | $140,514-75.9% | $94,015-64.0% |
| Participation rate | 93.3% | 73.7%+19.6pp | 77.8%+15.5pp | 70.8%+22.5pp |
| Annual return | 123.49% | 15.14%+108.3pp | 14.36%+109.1pp | 17.84%+105.6pp |
| Employer contribution / active EE | $732 | $2,388-69.3% | $3,378-78.3% | $2,790-73.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $584 | $10,439-94.4% | $13,697-95.7% | $8,951-93.5% |