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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 | $17,065 | $162,812-89.5% | $133,971-87.3% | $158,966-89.3% |
| Participation rate | 85.7% | 83.2%+2.5pp | 79.8%+5.9pp | 82.0%+3.8pp |
| Annual return | 16.61% | 41.94%-25.3pp | 45.09%-28.5pp | 302.95%-286.3pp |
| Employer contribution / active EE | $2,233 | $4,976-55.1% | $3,919-43.0% | $4,762-53.1% |
| Participant deferral / active EE | $5,743 | $5,910-2.8% | $5,047+13.8% | $5,983-4.0% |
| Admin fee / account holder | $3,914 | $11,741-66.7% | $8,929-56.2% | $11,250-65.2% |