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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 | $19,076 | $213,785-91.1% | $185,441-89.7% | $155,188-87.7% |
| Participation rate | 78.3% | 83.2%-5.0pp | 80.3%-2.0pp | 80.8%-2.5pp |
| Annual return | 16.69% | 19.97%-3.3pp | 20.16%-3.5pp | 148.84%-132.1pp |
| Employer contribution / active EE | $1,814 | $5,393-66.4% | $4,672-61.2% | $4,248-57.3% |
| Participant deferral / active EE | $3,526 | $6,864-48.6% | $6,152-42.7% | $6,531-46.0% |
| Admin fee / account holder | $6,132 | $21,134-71.0% | $17,890-65.7% | $14,480-57.6% |