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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 | $12,097 | $185,312-93.5% | $161,489-92.5% | $154,746-92.2% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 15.24% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $1,550 | $4,769-67.5% | $4,268-63.7% | $4,379-64.6% |
| Participant deferral / active EE | $3,859 | $6,350-39.2% | $5,630-31.5% | $6,730-42.7% |
| Admin fee / account holder | $7,154 | $18,654-61.7% | $16,006-55.3% | $14,365-50.2% |