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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 | $126,661-90.5% | $113,397-89.4% | $138,895-91.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 34.45% | 25.05%+9.4pp | 23.20%+11.2pp | 145.39%-110.9pp |
| Employer contribution / active EE | $2,659 | $3,456-23.1% | $2,977-10.7% | $4,194-36.6% |
| Participant deferral / active EE | $4,754 | $5,693-16.5% | $5,076-6.4% | $6,396-25.7% |
| Admin fee / account holder | $604 | $14,549-95.9% | $11,957-95.0% | $12,562-95.2% |