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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 | $13,031 | $129,737-90.0% | $119,126-89.1% | $154,746-91.6% |
| Participation rate | 72.2% | 78.9%-6.6pp | 75.8%-3.5pp | 80.7%-8.5pp |
| Annual return | 26.24% | 379.08%-352.8pp | 282.11%-255.9pp | 172.34%-146.1pp |
| Employer contribution / active EE | $1,955 | $4,375-55.3% | $4,034-51.5% | $4,379-55.3% |
| Participant deferral / active EE | $2,840 | $5,842-51.4% | $5,318-46.6% | $6,730-57.8% |
| Admin fee / account holder | $857 | $11,961-92.8% | $10,693-92.0% | $14,365-94.0% |