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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 | $93,063-83.8% | $153,476-90.2% | $80,911-81.3% |
| Participation rate | 87.1% | 69.0%+18.1pp | 77.1%+10.0pp | 67.6%+19.4pp |
| Annual return | 13.87% | 19.95%-6.1pp | 15.66%-1.8pp | 35.63%-21.8pp |
| Employer contribution / active EE | $5,003 | $3,507+42.6% | $5,038-0.7% | $2,756+81.5% |
| Participant deferral / active EE | $7,550 | $5,180+45.7% | $6,759+11.7% | $4,297+75.7% |
| Admin fee / account holder | $1,851 | $8,891-79.2% | $12,729-85.5% | $6,935-73.3% |