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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 | $80,855-79.1% | $153,416-89.0% | $86,983-80.6% |
| Participation rate | 82.4% | 64.1%+18.2pp | 74.3%+8.0pp | 69.5%+12.8pp |
| Annual return | 26.31% | 16.18%+10.1pp | 17.84%+8.5pp | 25.83%+0.5pp |
| Employer contribution / active EE | $2,004 | $2,308-13.2% | $3,764-46.8% | $2,584-22.5% |
| Participant deferral / active EE | $3,129 | $3,333-6.1% | $4,723-33.8% | $4,194-25.4% |
| Admin fee / account holder | $1,407 | $6,908-79.6% | $13,095-89.3% | $7,856-82.1% |