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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 | $11,763 | $210,908-94.4% | $153,643-92.3% | $145,884-91.9% |
| Participation rate | 88.9% | 82.1%+6.7pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.35% | 13.46%-0.1pp | 15.71%-2.4pp | 551.85%-538.5pp |
| Employer contribution / active EE | $2,969 | $6,055-51.0% | $5,039-41.1% | $4,662-36.3% |
| Participant deferral / active EE | $3,987 | $7,976-50.0% | $6,754-41.0% | $6,690-40.4% |
| Admin fee / account holder | $1,897 | $19,477-90.3% | $12,739-85.1% | $13,392-85.8% |