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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 | $201,344-90.4% | $184,243-89.5% | $145,877-86.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 13.26% | 29.01%-15.7pp | 28.82%-15.6pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,585 | $7,022-77.4% | $6,427-75.3% | $4,663-66.0% |
| Participant deferral / active EE | $7,667 | $9,807-21.8% | $9,132-16.0% | $6,691+14.6% |
| Admin fee / account holder | $416 | $16,382-97.5% | $13,914-97.0% | $13,402-96.9% |