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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 | $23,252 | $98,776-76.5% | $149,745-84.5% | $79,856-70.9% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.8pp | 69.6%+17.6pp |
| Annual return | 20.36% | 27.38%-7.0pp | 276.72%-256.4pp | 31.71%-11.4pp |
| Employer contribution / active EE | $2,533 | $3,217-21.3% | $4,646-45.5% | $2,471+2.5% |
| Participant deferral / active EE | $6,762 | $5,681+19.0% | $6,843-1.2% | $3,741+80.8% |
| Admin fee / account holder | $12,164 | $6,053+101.0% | $9,312+30.6% | $5,306+129.2% |