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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 | $184,014-94.2% | $161,149-93.4% | $138,895-92.3% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.8%+5.8pp | 79.9%+4.7pp |
| Annual return | 19.02% | 21.52%-2.5pp | 21.16%-2.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $1,229 | $5,055-75.7% | $4,360-71.8% | $4,194-70.7% |
| Participant deferral / active EE | $2,665 | $6,909-61.4% | $6,153-56.7% | $6,396-58.3% |
| Admin fee / account holder | $894 | $18,027-95.0% | $15,194-94.1% | $12,562-92.9% |