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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 | $106,749-86.7% | $145,433-90.3% | $82,448-82.8% |
| Participation rate | 98.8% | 75.6%+23.1pp | 82.1%+16.7pp | 68.1%+30.7pp |
| Annual return | 33.75% | 27.59%+6.2pp | 66.58%-32.8pp | 41.64%-7.9pp |
| Employer contribution / active EE | $3,083 | $3,444-10.5% | $4,554-32.3% | $2,551+20.9% |
| Participant deferral / active EE | $4,984 | $6,519-23.5% | $7,897-36.9% | $4,139+20.4% |
| Admin fee / account holder | $1,699 | $8,390-79.7% | $13,129-87.1% | $7,234-76.5% |