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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 | $16,111 | $162,812-90.1% | $133,971-88.0% | $158,966-89.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.05% | 41.94%-35.9pp | 45.09%-39.0pp | 302.95%-296.9pp |
| Employer contribution / active EE | $1,907 | $4,976-61.7% | $3,919-51.3% | $4,762-60.0% |
| Participant deferral / active EE | $3,531 | $5,910-40.2% | $5,047-30.0% | $5,983-41.0% |
| Admin fee / account holder | $6,053 | $11,741-48.4% | $8,929-32.2% | $11,250-46.2% |