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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 | $199,109-94.6% | $173,730-93.8% | $154,746-93.1% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.6%+5.0pp | 80.7%+3.9pp |
| Annual return | 19.02% | 20.02%-1.0pp | 19.96%-0.9pp | 172.34%-153.3pp |
| Employer contribution / active EE | $1,229 | $5,311-76.9% | $4,577-73.2% | $4,379-71.9% |
| Participant deferral / active EE | $2,665 | $7,113-62.5% | $6,326-57.9% | $6,730-60.4% |
| Admin fee / account holder | $894 | $20,916-95.7% | $17,523-94.9% | $14,365-93.8% |