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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 | $27,894 | $83,485-66.6% | $125,180-77.7% | $72,983-61.8% |
| Participation rate | 78.7% | 73.3%+5.4pp | 79.8%-1.1pp | 69.5%+9.2pp |
| Annual return | 35.21% | 25.78%+9.4pp | 43.79%-8.6pp | 81.01%-45.8pp |
| Employer contribution / active EE | $2,873 | $2,346+22.5% | $3,866-25.7% | $2,440+17.7% |
| Participant deferral / active EE | $2,946 | $3,586-17.8% | $4,937-40.3% | $3,608-18.3% |
| Admin fee / account holder | $6,491 | $5,518+17.6% | $9,703-33.1% | $5,124+26.7% |