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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 | $23,905 | $79,955-70.1% | $98,461-75.7% | $75,173-68.2% |
| Participation rate | 74.1% | 70.4%+3.8pp | 75.2%-1.0pp | 67.2%+6.9pp |
| Annual return | 29.24% | 19.75%+9.5pp | 21.17%+8.1pp | 160.72%-131.5pp |
| Employer contribution / active EE | $3,535 | $2,264+56.1% | $3,049+16.0% | $2,671+32.4% |
| Participant deferral / active EE | $5,810 | $3,752+54.8% | $4,738+22.6% | $4,126+40.8% |
| Admin fee / account holder | $7,107 | $6,841+3.9% | $8,961-20.7% | $5,651+25.8% |