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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 | $10,331 | $81,504-87.3% | $102,437-89.9% | $80,959-87.2% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.7%+18.0pp |
| Annual return | 34.98% | 25.60%+9.4pp | 24.95%+10.0pp | 35.67%-0.7pp |
| Employer contribution / active EE | $2,037 | $3,104-34.4% | $3,871-47.4% | $2,757-26.1% |
| Participant deferral / active EE | $2,904 | $3,871-25.0% | $5,060-42.6% | $4,300-32.5% |
| Admin fee / account holder | $748 | $6,719-88.9% | $8,388-91.1% | $6,925-89.2% |