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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 | $39,019 | $123,478-68.4% | $216,567-82.0% | $94,015-58.5% |
| Participation rate | 96.8% | 75.1%+21.7pp | 81.6%+15.1pp | 70.8%+26.0pp |
| Annual return | 16.76% | 23.61%-6.8pp | 12.94%+3.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $2,721 | $3,136-13.2% | $5,216-47.8% | $2,790-2.5% |
| Participant deferral / active EE | $3,977 | $4,556-12.7% | $6,191-35.8% | $4,249-6.4% |
| Admin fee / account holder | $421 | $12,753-96.7% | $21,981-98.1% | $8,951-95.3% |