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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 | $13,624 | $81,446-83.3% | $103,374-86.8% | $80,874-83.2% |
| Participation rate | 91.8% | 66.9%+25.0pp | 74.5%+17.3pp | 67.6%+24.2pp |
| Annual return | 15.26% | 25.57%-10.3pp | 24.89%-9.6pp | 35.62%-20.4pp |
| Employer contribution / active EE | $2,379 | $3,107-23.4% | $3,869-38.5% | $2,756-13.7% |
| Participant deferral / active EE | $3,991 | $3,870+3.1% | $5,058-21.1% | $4,297-7.1% |
| Admin fee / account holder | $1,513 | $6,715-77.5% | $8,394-82.0% | $6,935-78.2% |