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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 | $17,162 | $91,559-81.3% | $133,971-87.2% | $79,852-78.5% |
| Participation rate | 90.4% | 73.3%+17.0pp | 79.8%+10.5pp | 69.6%+20.7pp |
| Annual return | 34.84% | 61.85%-27.0pp | 45.09%-10.3pp | 31.72%+3.1pp |
| Employer contribution / active EE | $2,433 | $2,384+2.1% | $3,919-37.9% | $2,471-1.6% |
| Participant deferral / active EE | $2,414 | $3,734-35.3% | $5,047-52.2% | $3,740-35.5% |
| Admin fee / account holder | $465 | $6,321-92.6% | $8,929-94.8% | $5,306-91.2% |