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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 | $8,050 | $90,674-91.1% | $96,707-91.7% | $82,448-90.2% |
| Participation rate | 86.4% | 75.9%+10.5pp | 80.4%+6.1pp | 68.1%+18.4pp |
| Annual return | 22.38% | 49.05%-26.7pp | 34.78%-12.4pp | 41.64%-19.3pp |
| Employer contribution / active EE | $2,500 | $3,975-37.1% | $4,191-40.4% | $2,551-2.0% |
| Participant deferral / active EE | $4,504 | $5,696-20.9% | $5,997-24.9% | $4,139+8.8% |
| Admin fee / account holder | $3,281 | $7,568-56.6% | $7,503-56.3% | $7,234-54.6% |