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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 | $13,073 | $185,312-92.9% | $161,489-91.9% | $154,746-91.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 28.31% | 103.84%-75.5pp | 89.72%-61.4pp | 172.34%-144.0pp |
| Employer contribution / active EE | $3,730 | $4,769-21.8% | $4,268-12.6% | $4,379-14.8% |
| Participant deferral / active EE | $6,452 | $6,350+1.6% | $5,630+14.6% | $6,730-4.1% |
| Admin fee / account holder | $1,159 | $18,654-93.8% | $16,006-92.8% | $14,365-91.9% |