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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 | $10,696 | $178,174-94.0% | $156,181-93.2% | $137,256-92.2% |
| Participation rate | 84.6% | 82.0%+2.6pp | 78.8%+5.8pp | 80.0%+4.7pp |
| Annual return | 19.02% | 84.19%-65.2pp | 64.87%-45.8pp | 220.34%-201.3pp |
| Employer contribution / active EE | $1,229 | $4,972-75.3% | $4,294-71.4% | $4,156-70.4% |
| Participant deferral / active EE | $2,665 | $6,888-61.3% | $6,132-56.5% | $6,407-58.4% |
| Admin fee / account holder | $894 | $17,404-94.9% | $14,586-93.9% | $12,270-92.7% |