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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 | $9,315 | $110,410-91.6% | $102,437-90.9% | $145,897-93.6% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 16.74% | 24.85%-8.1pp | 24.95%-8.2pp | 552.29%-535.6pp |
| Employer contribution / active EE | $4,422 | $4,217+4.8% | $3,871+14.2% | $4,663-5.2% |
| Participant deferral / active EE | $3,108 | $5,622-44.7% | $5,060-38.6% | $6,689-53.5% |
| Admin fee / account holder | $701 | $9,745-92.8% | $8,388-91.6% | $13,390-94.8% |