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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 | $210,991-92.6% | $153,741-89.8% | $145,897-89.3% |
| Participation rate | 90.9% | 82.1%+8.8pp | 77.1%+13.8pp | 80.3%+10.6pp |
| Annual return | 12.20% | 13.46%-1.3pp | 15.71%-3.5pp | 552.29%-540.1pp |
| Employer contribution / active EE | $3,756 | $6,057-38.0% | $5,042-25.5% | $4,663-19.4% |
| Participant deferral / active EE | $4,651 | $7,979-41.7% | $6,757-31.2% | $6,689-30.5% |
| Admin fee / account holder | $941 | $19,490-95.2% | $12,749-92.6% | $13,390-93.0% |