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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 | $25,563 | $201,344-87.3% | $184,243-86.1% | $145,877-82.5% |
| Participation rate | 73.3% | 87.5%-14.2pp | 86.8%-13.5pp | 80.3%-7.0pp |
| Annual return | 10.36% | 29.01%-18.6pp | 28.82%-18.5pp | 551.28%-540.9pp |
| Employer contribution / active EE | $2,383 | $7,022-66.1% | $6,427-62.9% | $4,663-48.9% |
| Participant deferral / active EE | $5,180 | $9,807-47.2% | $9,132-43.3% | $6,691-22.6% |
| Admin fee / account holder | $614 | $16,382-96.3% | $13,914-95.6% | $13,402-95.4% |