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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 | $14,789 | $88,672-83.3% | $105,223-85.9% | $82,448-82.1% |
| Participation rate | 85.7% | 67.9%+17.8pp | 75.0%+10.7pp | 68.1%+17.6pp |
| Annual return | 41.62% | 30.86%+10.8pp | 180.65%-139.0pp | 41.64%0pp |
| Employer contribution / active EE | $2,073 | $3,048-32.0% | $3,689-43.8% | $2,551-18.7% |
| Participant deferral / active EE | $5,546 | $4,036+37.4% | $5,072+9.4% | $4,139+34.0% |
| Admin fee / account holder | $2,081 | $7,146-70.9% | $8,859-76.5% | $7,234-71.2% |