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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 | $31,580 | $138,393-77.2% | $184,256-82.9% | $80,959-61.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 22.04% | 20.01%+2.0pp | 28.85%-6.8pp | 35.67%-13.6pp |
| Employer contribution / active EE | $2,790 | $4,847-42.4% | $6,427-56.6% | $2,757+1.2% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,109 | $10,489-79.9% | $13,899-84.8% | $6,925-69.5% |