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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 | $16,882 | $177,156-90.5% | $147,027-88.5% | $154,746-89.1% |
| Participation rate | 71.4% | 79.4%-7.9pp | 73.7%-2.3pp | 80.7%-9.3pp |
| Annual return | 21.66% | 21.94%-0.3pp | 20.23%+1.4pp | 172.34%-150.7pp |
| Employer contribution / active EE | $1,745 | $4,336-59.8% | $3,626-51.9% | $4,379-60.2% |
| Participant deferral / active EE | $1,867 | $5,797-67.8% | $4,933-62.2% | $6,730-72.3% |
| Admin fee / account holder | $1,189 | $14,904-92.0% | $12,223-90.3% | $14,365-91.7% |