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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 | $17,983 | $109,359-83.6% | $162,171-88.9% | $72,983-75.4% |
| Participation rate | 86.4% | 84.3%+2.1pp | 87.6%-1.2pp | 69.5%+16.9pp |
| Annual return | 31.41% | 25.46%+6.0pp | 115.60%-84.2pp | 81.01%-49.6pp |
| Employer contribution / active EE | $3,466 | $3,907-11.3% | $5,613-38.3% | $2,440+42.0% |
| Participant deferral / active EE | $7,311 | $5,481+33.4% | $7,297+0.2% | $3,608+102.7% |
| Admin fee / account holder | $2,625 | $7,972-67.1% | $10,843-75.8% | $5,124-48.8% |