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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 | $30,154 | $101,798-70.4% | $165,071-81.7% | $80,935-62.7% |
| Participation rate | 84.6% | 71.8%+12.8pp | 78.6%+6.0pp | 67.7%+17.0pp |
| Annual return | 10.71% | 16.73%-6.0pp | 70.17%-59.5pp | 35.66%-24.9pp |
| Employer contribution / active EE | $1,483 | $2,954-49.8% | $4,347-65.9% | $2,757-46.2% |
| Participant deferral / active EE | $3,167 | $4,476-29.2% | $6,035-47.5% | $4,299-26.3% |
| Admin fee / account holder | $4,660 | $8,221-43.3% | $12,695-63.3% | $6,924-32.7% |