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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 | $14,746 | $93,617-84.2% | $135,982-89.2% | $75,177-80.4% |
| Participation rate | 77.6% | 75.2%+2.4pp | 81.9%-4.3pp | 67.2%+10.4pp |
| Annual return | 29.11% | 30.89%-1.8pp | 68.32%-39.2pp | 160.75%-131.6pp |
| Employer contribution / active EE | $1,623 | $3,538-54.1% | $4,859-66.6% | $2,671-39.2% |
| Participant deferral / active EE | $3,605 | $6,406-43.7% | $7,760-53.5% | $4,126-12.6% |
| Admin fee / account holder | $1,908 | $6,980-72.7% | $10,767-82.3% | $5,651-66.2% |