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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 | $10,700 | $156,398-93.2% | $147,318-92.7% | $138,895-92.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 17.26% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,543 | $4,853-68.2% | $4,593-66.4% | $4,194-63.2% |
| Participant deferral / active EE | $3,710 | $8,237-55.0% | $7,906-53.1% | $6,396-42.0% |
| Admin fee / account holder | $1,213 | $14,976-91.9% | $13,708-91.1% | $12,562-90.3% |