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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 | $15,624 | $210,343-92.6% | $153,432-89.8% | $145,959-89.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.20% | 13.38%-1.2pp | 15.66%-3.5pp | 561.95%-549.7pp |
| Employer contribution / active EE | $3,756 | $6,047-37.9% | $5,038-25.4% | $4,661-19.4% |
| Participant deferral / active EE | $4,651 | $7,977-41.7% | $6,757-31.2% | $6,689-30.5% |
| Admin fee / account holder | $941 | $19,424-95.2% | $12,725-92.6% | $13,398-93.0% |