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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 | $20,645 | $138,312-85.1% | $122,979-83.2% | $155,188-86.7% |
| Participation rate | 87.5% | 80.2%+7.3pp | 77.2%+10.3pp | 80.8%+6.7pp |
| Annual return | 20.52% | 22.06%-1.5pp | 20.12%+0.4pp | 148.84%-128.3pp |
| Employer contribution / active EE | $3,206 | $3,530-9.2% | $3,062+4.7% | $4,248-24.5% |
| Participant deferral / active EE | $5,676 | $5,592+1.5% | $5,003+13.5% | $6,531-13.1% |
| Admin fee / account holder | $9,615 | $15,089-36.3% | $12,864-25.3% | $14,480-33.6% |