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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 | $19,268 | $201,370-90.4% | $184,256-89.5% | $145,897-86.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.26% | 29.05%-15.8pp | 28.85%-15.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,585 | $7,024-77.4% | $6,427-75.3% | $4,663-66.0% |
| Participant deferral / active EE | $7,667 | $9,808-21.8% | $9,133-16.1% | $6,689+14.6% |
| Admin fee / account holder | $416 | $16,364-97.5% | $13,899-97.0% | $13,390-96.9% |