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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 | $106,864-84.9% | $147,318-89.1% | $82,637-80.5% |
| Participation rate | 91.2% | 75.5%+15.7pp | 82.1%+9.1pp | 68.1%+23.1pp |
| Annual return | 29.92% | 27.49%+2.4pp | 70.43%-40.5pp | 53.51%-23.6pp |
| Employer contribution / active EE | $2,130 | $3,417-37.7% | $4,593-53.6% | $2,552-16.5% |
| Participant deferral / active EE | $4,636 | $6,496-28.6% | $7,906-41.4% | $4,126+12.4% |
| Admin fee / account holder | $15,856 | $8,415+88.4% | $13,708+15.7% | $7,339+116.1% |