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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 | $16,898 | $86,940-80.6% | $102,434-83.5% | $80,935-79.1% |
| Participation rate | 96.6% | 72.4%+24.2pp | 76.5%+20.0pp | 67.7%+28.9pp |
| Annual return | 23.94% | 18.89%+5.0pp | 29.46%-5.5pp | 35.66%-11.7pp |
| Employer contribution / active EE | $2,386 | $2,370+0.7% | $3,023-21.1% | $2,757-13.5% |
| Participant deferral / active EE | $3,139 | $4,121-23.8% | $5,055-37.9% | $4,299-27.0% |
| Admin fee / account holder | $1,865 | $8,047-76.8% | $9,462-80.3% | $6,924-73.1% |