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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 | $10,936 | $154,228-92.9% | $145,433-92.5% | $137,256-92.0% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 73.68% | 74.59%-0.9pp | 66.58%+7.1pp | 220.34%-146.7pp |
| Employer contribution / active EE | $3,241 | $4,804-32.5% | $4,554-28.8% | $4,156-22.0% |
| Participant deferral / active EE | $4,428 | $8,216-46.1% | $7,897-43.9% | $6,407-30.9% |
| Admin fee / account holder | $647 | $14,344-95.5% | $13,129-95.1% | $12,270-94.7% |