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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 | $14,880 | $110,212-86.5% | $96,534-84.6% | $139,466-89.3% |
| Participation rate | 90.0% | 78.1%+11.9pp | 76.0%+14.0pp | 80.3%+9.7pp |
| Annual return | 16.42% | 26.42%-10.0pp | 25.88%-9.5pp | 373.66%-357.2pp |
| Employer contribution / active EE | $2,299 | $3,620-36.5% | $2,965-22.5% | $4,754-51.6% |
| Participant deferral / active EE | $4,037 | $5,547-27.2% | $4,851-16.8% | $6,712-39.9% |
| Admin fee / account holder | $5,665 | $11,599-51.2% | $8,253-31.4% | $11,409-50.3% |