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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 | $11,453 | $174,379-93.4% | $152,093-92.5% | $138,895-91.8% |
| Participation rate | 95.0% | 81.6%+13.4pp | 77.8%+17.2pp | 79.9%+15.1pp |
| Annual return | 14.30% | 74.86%-60.6pp | 66.36%-52.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,573 | $4,652-66.2% | $4,175-62.3% | $4,194-62.5% |
| Participant deferral / active EE | $6,503 | $6,159+5.6% | $5,451+19.3% | $6,396+1.7% |
| Admin fee / account holder | $1,330 | $16,880-92.1% | $14,497-90.8% | $12,562-89.4% |