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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 | $32,913 | $275,752-88.1% | $256,809-87.2% | $198,609-83.4% |
| Participation rate | 94.7% | 89.2%+5.6pp | 88.5%+6.2pp | 82.4%+12.4pp |
| Annual return | 17.87% | 34.81%-16.9pp | 32.73%-14.9pp | 202.70%-184.8pp |
| Employer contribution / active EE | $6,733 | $7,721-12.8% | $7,263-7.3% | $5,055+33.2% |
| Participant deferral / active EE | $5,273 | $10,037-47.5% | $9,520-44.6% | $6,977-24.4% |
| Admin fee / account holder | $4,927 | $25,716-80.8% | $25,146-80.4% | $19,030-74.1% |