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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 | $20,348 | $209,336-90.3% | $197,124-89.7% | $137,256-85.2% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 14.05% | 48.09%-34.0pp | 44.34%-30.3pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,453 | $6,591-32.4% | $6,227-28.5% | $4,156+7.1% |
| Participant deferral / active EE | $3,144 | $9,614-67.3% | $9,135-65.6% | $6,407-50.9% |
| Admin fee / account holder | $3,351 | $17,308-80.6% | $16,298-79.4% | $12,270-72.7% |