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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 | $32,237 | $109,359-70.5% | $162,177-80.1% | $72,975-55.8% |
| Participation rate | 88.2% | 84.3%+4.0pp | 87.6%+0.7pp | 69.5%+18.7pp |
| Annual return | 23.89% | 25.46%-1.6pp | 115.60%-91.7pp | 81.01%-57.1pp |
| Employer contribution / active EE | $1,543 | $3,907-60.5% | $5,613-72.5% | $2,440-36.8% |
| Participant deferral / active EE | $4,796 | $5,481-12.5% | $7,297-34.3% | $3,608+32.9% |
| Admin fee / account holder | $1,880 | $7,972-76.4% | $10,843-82.7% | $5,124-63.3% |