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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 | $14,366 | $124,425-88.5% | $112,040-87.2% | $137,256-89.5% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.5%+11.0pp | 80.0%+7.5pp |
| Annual return | 22.65% | 24.72%-2.1pp | 24.52%-1.9pp | 220.34%-197.7pp |
| Employer contribution / active EE | $1,970 | $3,411-42.3% | $2,954-33.3% | $4,156-52.6% |
| Participant deferral / active EE | $2,863 | $5,718-49.9% | $5,098-43.8% | $6,407-55.3% |
| Admin fee / account holder | $391 | $15,207-97.4% | $12,098-96.8% | $12,270-96.8% |