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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 | $23,611 | $181,896-87.0% | $156,551-84.9% | $273,972-91.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 84.0%+10.1pp | 83.0%+11.1pp |
| Annual return | 6.73% | 30.74%-24.0pp | 32.23%-25.5pp | 41.46%-34.7pp |
| Employer contribution / active EE | $3,043 | $6,248-51.3% | $5,501-44.7% | $4,869-37.5% |
| Participant deferral / active EE | $3,148 | $5,550-43.3% | $4,871-35.4% | $5,287-40.5% |
| Admin fee / account holder | $8,095 | $15,560-48.0% | $13,028-37.9% | $10,133-20.1% |