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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 | $14,736 | $124,330-88.1% | $109,173-86.5% | $167,536-91.2% |
| Participation rate | 95.5% | 79.5%+16.0pp | 75.9%+19.6pp | 82.1%+13.3pp |
| Annual return | 12.76% | 26.04%-13.3pp | 25.75%-13.0pp | 478.82%-466.1pp |
| Employer contribution / active EE | $5,026 | $4,209+19.4% | $3,723+35.0% | $4,839+3.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,816 | $7,974-77.2% | $6,755-73.1% | $12,315-85.3% |