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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 | $33,682 | $315,200-89.3% | $238,191-85.9% | $155,188-78.3% |
| Participation rate | 90.5% | 82.6%+7.9pp | 77.1%+13.4pp | 80.8%+9.7pp |
| Annual return | 17.01% | 10.25%+6.8pp | 13.02%+4.0pp | 148.84%-131.8pp |
| Employer contribution / active EE | $7,140 | $6,383+11.9% | $5,082+40.5% | $4,248+68.1% |
| Participant deferral / active EE | $6,175 | $8,044-23.2% | $6,726-8.2% | $6,531-5.5% |
| Admin fee / account holder | $3,843 | $48,031-92.0% | $34,582-88.9% | $14,480-73.5% |