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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 | $14,139 | $212,386-93.3% | $199,883-92.9% | $138,895-89.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 23.02% | 47.75%-24.7pp | 43.81%-20.8pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,316 | $6,625-65.0% | $6,261-63.0% | $4,194-44.8% |
| Participant deferral / active EE | $5,054 | $9,617-47.4% | $9,138-44.7% | $6,396-21.0% |
| Admin fee / account holder | $978 | $18,233-94.6% | $17,268-94.3% | $12,562-92.2% |