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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 | $34,823 | $104,098-66.5% | $140,514-75.2% | $94,015-63.0% |
| Participation rate | 97.2% | 73.7%+23.5pp | 77.8%+19.4pp | 70.8%+26.4pp |
| Annual return | 12.00% | 15.14%-3.1pp | 14.36%-2.4pp | 17.84%-5.8pp |
| Employer contribution / active EE | $2,857 | $2,388+19.6% | $3,378-15.4% | $2,790+2.4% |
| Participant deferral / active EE | $5,236 | $4,033+29.8% | $4,919+6.4% | $4,249+23.2% |
| Admin fee / account holder | $1,916 | $10,439-81.6% | $13,697-86.0% | $8,951-78.6% |