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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 | $18,291 | $111,301-83.6% | $112,977-83.8% | $158,982-88.5% |
| Participation rate | 87.5% | 83.5%+4.0pp | 82.6%+4.9pp | 82.0%+5.5pp |
| Annual return | 18.40% | 26.40%-8.0pp | 24.24%-5.8pp | 302.99%-284.6pp |
| Employer contribution / active EE | $2,217 | $4,471-50.4% | $4,255-47.9% | $4,763-53.5% |
| Participant deferral / active EE | $5,375 | $5,880-8.6% | $5,836-7.9% | $5,983-10.2% |
| Admin fee / account holder | $610 | $8,392-92.7% | $6,294-90.3% | $11,252-94.6% |