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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 | $18,606 | $127,387-85.4% | $115,038-83.8% | $125,389-85.2% |
| Participation rate | 93.8% | 84.2%+9.6pp | 81.4%+12.4pp | 83.2%+10.6pp |
| Annual return | 11.03% | 31.28%-20.2pp | 26.14%-15.1pp | 282.24%-271.2pp |
| Employer contribution / active EE | $7,052 | $5,166+36.5% | $4,608+53.0% | $4,866+44.9% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $841 | $9,516-91.2% | $8,175-89.7% | $9,541-91.2% |