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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 | $30,280 | $108,825-72.2% | $156,181-80.6% | $82,448-63.3% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 23.07% | 20.59%+2.5pp | 64.87%-41.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $2,997 | $2,870+4.4% | $4,294-30.2% | $2,551+17.5% |
| Participant deferral / active EE | $7,676 | $4,577+67.7% | $6,132+25.2% | $4,139+85.4% |
| Admin fee / account holder | $3,037 | $9,341-67.5% | $14,586-79.2% | $7,234-58.0% |