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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 | $14,165 | $106,864-86.7% | $147,318-90.4% | $82,637-82.9% |
| Participation rate | 98.8% | 75.5%+23.3pp | 82.1%+16.7pp | 68.1%+30.7pp |
| Annual return | 33.75% | 27.49%+6.3pp | 70.43%-36.7pp | 53.51%-19.8pp |
| Employer contribution / active EE | $3,083 | $3,417-9.8% | $4,593-32.9% | $2,552+20.8% |
| Participant deferral / active EE | $4,984 | $6,496-23.3% | $7,906-37.0% | $4,126+20.8% |
| Admin fee / account holder | $1,699 | $8,415-79.8% | $13,708-87.6% | $7,339-76.8% |