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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 | $15,885 | $103,966-84.7% | $112,899-85.9% | $75,173-78.9% |
| Participation rate | 91.7% | 75.7%+16.0pp | 80.5%+11.1pp | 67.2%+24.5pp |
| Annual return | 17.06% | 24.54%-7.5pp | 34.11%-17.1pp | 160.72%-143.7pp |
| Employer contribution / active EE | $4,109 | $3,870+6.2% | $4,566-10.0% | $2,671+53.8% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $6,516-100.0% | $4,126-100.0% |
| Admin fee / account holder | $564 | $7,663-92.6% | $7,047-92.0% | $5,651-90.0% |