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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 | $17,319 | $113,941-84.8% | $94,229-81.6% | $125,389-86.2% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | 37.90% | 5.29%+32.6pp | 10.68%+27.2pp | 282.24%-244.3pp |
| Employer contribution / active EE | $2,152 | $4,727-54.5% | $3,587-40.0% | $4,866-55.8% |
| Participant deferral / active EE | $6,647 | $5,179+28.4% | $4,320+53.9% | $5,352+24.2% |
| Admin fee / account holder | $764 | $8,392-90.9% | $6,269-87.8% | $9,541-92.0% |