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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 | $15,534 | $106,923-85.5% | $84,023-81.5% | $152,909-89.8% |
| Participation rate | 80.0% | 75.3%+4.7pp | 69.0%+11.0pp | 82.5%-2.5pp |
| Annual return | 18.11% | 105.02%-86.9pp | 71.32%-53.2pp | 345.46%-327.4pp |
| Employer contribution / active EE | $1,442 | $2,735-47.3% | $1,984-27.3% | $4,764-69.7% |
| Participant deferral / active EE | $3,275 | $4,013-18.4% | $3,239+1.1% | $5,851-44.0% |
| Admin fee / account holder | $591 | $8,289-92.9% | $6,102-90.3% | $11,601-94.9% |