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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 | $138,366-77.2% | $184,185-82.9% | $80,911-61.0% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 22.04% | 20.02%+2.0pp | 28.81%-6.8pp | 35.63%-13.6pp |
| Employer contribution / active EE | $2,790 | $4,849-42.5% | $6,426-56.6% | $2,756+1.3% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $2,109 | $10,484-79.9% | $13,909-84.8% | $6,935-69.6% |