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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 | $16,728 | $135,956-87.7% | $123,894-86.5% | $273,972-93.9% |
| Participation rate | 91.7% | 84.1%+7.6pp | 81.4%+10.3pp | 83.0%+8.7pp |
| Annual return | 13.35% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.1pp |
| Employer contribution / active EE | $2,909 | $5,170-43.7% | $4,617-37.0% | $4,869-40.3% |
| Participant deferral / active EE | $4,798 | $6,343-24.3% | $5,984-19.8% | $5,287-9.2% |
| Admin fee / account holder | $338 | $9,817-96.6% | $8,357-96.0% | $10,133-96.7% |