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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 | $18,763 | $201,372-90.7% | $184,260-89.8% | $145,884-87.1% |
| Participation rate | 90.9% | 87.5%+3.4pp | 86.8%+4.1pp | 80.3%+10.6pp |
| Annual return | 13.86% | 29.04%-15.2pp | 28.84%-15.0pp | 551.85%-538.0pp |
| Employer contribution / active EE | $2,858 | $7,024-59.3% | $6,427-55.5% | $4,662-38.7% |
| Participant deferral / active EE | $5,783 | $9,808-41.0% | $9,133-36.7% | $6,690-13.6% |
| Admin fee / account holder | $1,183 | $16,362-92.8% | $13,898-91.5% | $13,392-91.2% |