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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 | $16,109 | $106,524-84.9% | $152,301-89.4% | $87,485-81.6% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.4%+8.7pp | 68.9%+22.2pp |
| Annual return | 29.92% | 26.89%+3.0pp | 80.50%-50.6pp | 26.06%+3.9pp |
| Employer contribution / active EE | $2,130 | $3,371-36.8% | $4,624-53.9% | $2,596-18.0% |
| Participant deferral / active EE | $4,636 | $6,525-28.9% | $8,004-42.1% | $4,274+8.5% |
| Admin fee / account holder | $15,856 | $8,287+91.3% | $14,398+10.1% | $7,775+103.9% |