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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 | $28,765 | $108,825-73.6% | $156,181-81.6% | $82,448-65.1% |
| Participation rate | 89.7% | 72.4%+17.3pp | 78.8%+10.8pp | 68.1%+21.6pp |
| Annual return | 32.77% | 20.59%+12.2pp | 64.87%-32.1pp | 41.64%-8.9pp |
| Employer contribution / active EE | $13,712 | $2,870+377.8% | $4,294+219.3% | $2,551+437.5% |
| Participant deferral / active EE | $3,114 | $4,577-32.0% | $6,132-49.2% | $4,139-24.8% |
| Admin fee / account holder | $562 | $9,341-94.0% | $14,586-96.1% | $7,234-92.2% |