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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 | $16,746 | $210,510-92.0% | $153,500-89.1% | $145,877-88.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.76% | 13.45%+3.3pp | 15.70%+1.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,011 | $6,052-50.2% | $5,039-40.3% | $4,663-35.4% |
| Participant deferral / active EE | $3,259 | $7,974-59.1% | $6,756-51.8% | $6,691-51.3% |
| Admin fee / account holder | $14,551 | $19,455-25.2% | $12,736+14.2% | $13,402+8.6% |