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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 | $11,305 | $136,860-91.7% | $120,344-90.6% | $154,746-92.7% |
| Participation rate | 95.5% | 79.9%+15.6pp | 76.7%+18.7pp | 80.7%+14.8pp |
| Annual return | 12.08% | 21.38%-9.3pp | 20.30%-8.2pp | 172.34%-160.3pp |
| Employer contribution / active EE | $2,554 | $3,533-27.7% | $3,020-15.4% | $4,379-41.7% |
| Participant deferral / active EE | $6,949 | $5,793+20.0% | $5,135+35.3% | $6,730+3.3% |
| Admin fee / account holder | $6,715 | $15,393-56.4% | $12,742-47.3% | $14,365-53.3% |