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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 | $21,244 | $81,457-73.9% | $103,378-79.5% | $80,911-73.7% |
| Participation rate | 97.5% | 66.8%+30.7pp | 74.5%+23.0pp | 67.6%+29.9pp |
| Annual return | 15.26% | 25.58%-10.3pp | 24.91%-9.7pp | 35.63%-20.4pp |
| Employer contribution / active EE | $1,835 | $3,107-40.9% | $3,870-52.6% | $2,756-33.4% |
| Participant deferral / active EE | $3,983 | $3,871+2.9% | $5,058-21.3% | $4,297-7.3% |
| Admin fee / account holder | $2,234 | $6,717-66.7% | $8,401-73.4% | $6,935-67.8% |