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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 | $106,749-84.9% | $145,433-88.9% | $82,448-80.5% |
| Participation rate | 91.2% | 75.6%+15.5pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 29.92% | 27.59%+2.3pp | 66.58%-36.7pp | 41.64%-11.7pp |
| Employer contribution / active EE | $2,130 | $3,444-38.2% | $4,554-53.2% | $2,551-16.5% |
| Participant deferral / active EE | $4,636 | $6,519-28.9% | $7,897-41.3% | $4,139+12.0% |
| Admin fee / account holder | $15,856 | $8,390+89.0% | $13,129+20.8% | $7,234+119.2% |