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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 | $19,903 | $93,617-78.7% | $135,982-85.4% | $75,177-73.5% |
| Participation rate | 73.6% | 75.2%-1.6pp | 81.9%-8.4pp | 67.2%+6.4pp |
| Annual return | 44.85% | 30.89%+14.0pp | 68.32%-23.5pp | 160.75%-115.9pp |
| Employer contribution / active EE | $1,927 | $3,538-45.5% | $4,859-60.3% | $2,671-27.9% |
| Participant deferral / active EE | $4,959 | $6,406-22.6% | $7,760-36.1% | $4,126+20.2% |
| Admin fee / account holder | $973 | $6,980-86.1% | $10,767-91.0% | $5,651-82.8% |