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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 | $16,860 | $81,403-79.3% | $147,027-88.5% | $87,485-80.7% |
| Participation rate | 82.4% | 63.4%+18.9pp | 73.7%+8.6pp | 68.9%+13.4pp |
| Annual return | 26.31% | 16.51%+9.8pp | 20.23%+6.1pp | 26.06%+0.2pp |
| Employer contribution / active EE | $2,004 | $2,205-9.1% | $3,626-44.7% | $2,596-22.8% |
| Participant deferral / active EE | $3,129 | $3,315-5.6% | $4,933-36.6% | $4,274-26.8% |
| Admin fee / account holder | $1,407 | $6,755-79.2% | $12,223-88.5% | $7,775-81.9% |