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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 | $81,476-87.3% | $102,383-89.9% | $80,925-87.2% |
| Participation rate | 85.7% | 66.8%+18.9pp | 74.5%+11.2pp | 67.7%+18.1pp |
| Annual return | 34.98% | 25.59%+9.4pp | 24.94%+10.0pp | 35.65%-0.7pp |
| Employer contribution / active EE | $2,037 | $3,105-34.4% | $3,870-47.4% | $2,756-26.1% |
| Participant deferral / active EE | $2,904 | $3,871-25.0% | $5,060-42.6% | $4,299-32.4% |
| Admin fee / account holder | $748 | $6,717-88.9% | $8,391-91.1% | $6,940-89.2% |