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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 | $22,337 | $72,492-69.2% | $87,104-74.4% | $72,975-69.4% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 22.85% | 24.46%-1.6pp | 28.19%-5.3pp | 81.01%-58.2pp |
| Employer contribution / active EE | $1,506 | $1,894-20.5% | $2,521-40.3% | $2,440-38.3% |
| Participant deferral / active EE | $2,173 | $3,270-33.5% | $4,048-46.3% | $3,608-39.8% |
| Admin fee / account holder | $3,463 | $5,055-31.5% | $7,491-53.8% | $5,124-32.4% |