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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 | $97,550-64.3% | $120,344-71.1% | $87,485-60.2% |
| Participation rate | 97.2% | 72.8%+24.4pp | 76.7%+20.5pp | 68.9%+28.3pp |
| Annual return | 12.00% | 18.41%-6.4pp | 20.30%-8.3pp | 26.06%-14.1pp |
| Employer contribution / active EE | $2,857 | $2,291+24.7% | $3,020-5.4% | $2,596+10.1% |
| Participant deferral / active EE | $5,236 | $4,230+23.8% | $5,135+2.0% | $4,274+22.5% |
| Admin fee / account holder | $1,916 | $9,543-79.9% | $12,742-85.0% | $7,775-75.4% |