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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 | $210,510-94.4% | $153,500-92.3% | $145,877-91.9% |
| Participation rate | 88.9% | 82.1%+6.8pp | 77.1%+11.8pp | 80.3%+8.6pp |
| Annual return | 13.35% | 13.45%-0.1pp | 15.70%-2.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $2,969 | $6,052-50.9% | $5,039-41.1% | $4,663-36.3% |
| Participant deferral / active EE | $3,987 | $7,974-50.0% | $6,756-41.0% | $6,691-40.4% |
| Admin fee / account holder | $1,897 | $19,455-90.2% | $12,736-85.1% | $13,402-85.8% |