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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 | $12,019 | $138,312-91.3% | $122,979-90.2% | $155,188-92.3% |
| Participation rate | 85.7% | 80.2%+5.5pp | 77.2%+8.5pp | 80.8%+4.9pp |
| Annual return | 34.45% | 22.06%+12.4pp | 20.12%+14.3pp | 148.84%-114.4pp |
| Employer contribution / active EE | $2,659 | $3,530-24.7% | $3,062-13.2% | $4,248-37.4% |
| Participant deferral / active EE | $4,754 | $5,592-15.0% | $5,003-5.0% | $6,531-27.2% |
| Admin fee / account holder | $604 | $15,089-96.0% | $12,864-95.3% | $14,480-95.8% |