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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 | $100,194-65.2% | $122,979-71.7% | $86,983-60.0% |
| Participation rate | 97.2% | 73.0%+24.3pp | 77.2%+20.0pp | 69.5%+27.7pp |
| Annual return | 12.00% | 16.47%-4.5pp | 20.12%-8.1pp | 25.83%-13.8pp |
| Employer contribution / active EE | $2,857 | $2,326+22.9% | $3,062-6.7% | $2,584+10.6% |
| Participant deferral / active EE | $5,236 | $4,133+26.7% | $5,003+4.6% | $4,194+24.8% |
| Admin fee / account holder | $1,916 | $10,148-81.1% | $12,864-85.1% | $7,856-75.6% |