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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 | $25,083 | $93,345-73.1% | $119,126-78.9% | $87,485-71.3% |
| Participation rate | 88.6% | 68.7%+19.9pp | 75.8%+12.9pp | 68.9%+19.7pp |
| Annual return | 18.26% | 19.08%-0.8pp | 282.11%-263.8pp | 26.06%-7.8pp |
| Employer contribution / active EE | $1,631 | $3,172-48.6% | $4,034-59.6% | $2,596-37.2% |
| Participant deferral / active EE | $3,562 | $4,099-13.1% | $5,318-33.0% | $4,274-16.6% |
| Admin fee / account holder | $6,914 | $8,039-14.0% | $10,693-35.3% | $7,775-11.1% |