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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 | $10,615 | $109,359-90.3% | $162,185-93.5% | $72,976-85.5% |
| Participation rate | 97.1% | 84.3%+12.9pp | 87.6%+9.6pp | 69.5%+27.7pp |
| Annual return | 21.41% | 25.46%-4.1pp | 115.61%-94.2pp | 81.02%-59.6pp |
| Employer contribution / active EE | $3,532 | $3,907-9.6% | $5,613-37.1% | $2,440+44.8% |
| Participant deferral / active EE | $3,247 | $5,481-40.8% | $7,297-55.5% | $3,608-10.0% |
| Admin fee / account holder | $2,879 | $7,972-63.9% | $10,844-73.5% | $5,124-43.8% |