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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 | $99,875-85.8% | $146,866-90.4% | $86,983-83.7% |
| Participation rate | 98.8% | 75.8%+23.0pp | 82.5%+16.3pp | 69.5%+29.3pp |
| Annual return | 33.75% | 28.10%+5.7pp | 102.85%-69.1pp | 25.83%+7.9pp |
| Employer contribution / active EE | $3,083 | $3,224-4.4% | $4,425-30.3% | $2,584+19.3% |
| Participant deferral / active EE | $4,984 | $6,322-21.2% | $7,759-35.8% | $4,194+18.8% |
| Admin fee / account holder | $1,699 | $7,838-78.3% | $13,620-87.5% | $7,856-78.4% |