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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 | $23,198 | $181,896-87.2% | $156,551-85.2% | $273,972-91.5% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 8.81% | 30.74%-21.9pp | 32.23%-23.4pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,639 | $6,248-73.8% | $5,501-70.2% | $4,869-66.3% |
| Participant deferral / active EE | $3,659 | $5,550-34.1% | $4,871-24.9% | $5,287-30.8% |
| Admin fee / account holder | $888 | $15,560-94.3% | $13,028-93.2% | $10,133-91.2% |