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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 | $17,120 | $98,766-82.7% | $149,730-88.6% | $79,852-78.6% |
| Participation rate | 94.0% | 75.8%+18.2pp | 82.5%+11.5pp | 69.6%+24.4pp |
| Annual return | 33.11% | 27.43%+5.7pp | 276.70%-243.6pp | 31.72%+1.4pp |
| Employer contribution / active EE | $1,507 | $3,217-53.1% | $4,645-67.5% | $2,471-39.0% |
| Participant deferral / active EE | $3,868 | $5,681-31.9% | $6,843-43.5% | $3,740+3.4% |
| Admin fee / account holder | $2,209 | $6,052-63.5% | $9,310-76.3% | $5,306-58.4% |