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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 | $13,281 | $81,476-83.7% | $102,383-87.0% | $80,925-83.6% |
| Participation rate | 88.9% | 66.8%+22.0pp | 74.5%+14.4pp | 67.7%+21.2pp |
| Annual return | 20.85% | 25.59%-4.7pp | 24.94%-4.1pp | 35.65%-14.8pp |
| Employer contribution / active EE | $2,738 | $3,105-11.8% | $3,870-29.2% | $2,756-0.7% |
| Participant deferral / active EE | $4,805 | $3,871+24.1% | $5,060-5.0% | $4,299+11.8% |
| Admin fee / account holder | $342 | $6,717-94.9% | $8,391-95.9% | $6,940-95.1% |