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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 | $15,111 | $93,055-83.8% | $153,741-90.2% | $80,959-81.3% |
| Participation rate | 87.1% | 69.0%+18.1pp | 77.1%+10.0pp | 67.7%+19.4pp |
| Annual return | 13.87% | 19.97%-6.1pp | 15.71%-1.8pp | 35.67%-21.8pp |
| Employer contribution / active EE | $5,003 | $3,504+42.8% | $5,042-0.8% | $2,757+81.4% |
| Participant deferral / active EE | $7,550 | $5,172+46.0% | $6,757+11.7% | $4,300+75.6% |
| Admin fee / account holder | $1,851 | $8,881-79.2% | $12,749-85.5% | $6,925-73.3% |