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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 | $10,504 | $210,343-95.0% | $153,476-93.2% | $145,978-92.8% |
| Participation rate | 83.3% | 82.1%+1.2pp | 77.1%+6.2pp | 80.3%+3.0pp |
| Annual return | 26.37% | 13.38%+13.0pp | 15.66%+10.7pp | 550.52%-524.2pp |
| Employer contribution / active EE | $3,821 | $6,047-36.8% | $5,038-24.2% | $4,662-18.0% |
| Participant deferral / active EE | $5,626 | $7,977-29.5% | $6,759-16.8% | $6,690-15.9% |
| Admin fee / account holder | $2,154 | $19,424-88.9% | $12,729-83.1% | $13,400-83.9% |