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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 | $19,723 | $86,891-77.3% | $142,516-86.2% | $75,173-73.8% |
| Participation rate | 96.3% | 68.5%+27.8pp | 76.8%+19.5pp | 67.2%+29.1pp |
| Annual return | 19.41% | 23.31%-3.9pp | 19.99%-0.6pp | 160.72%-141.3pp |
| Employer contribution / active EE | $2,662 | $3,355-20.7% | $4,849-45.1% | $2,671-0.3% |
| Participant deferral / active EE | $3,383 | $4,938-31.5% | $6,280-46.1% | $4,126-18.0% |
| Admin fee / account holder | $1,188 | $7,299-83.7% | $10,008-88.1% | $5,651-79.0% |