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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 | $110,137-72.5% | $161,149-81.2% | $82,637-63.4% |
| Participation rate | 97.1% | 72.4%+24.8pp | 78.8%+18.3pp | 68.1%+29.1pp |
| Annual return | 23.07% | 20.69%+2.4pp | 21.16%+1.9pp | 53.51%-30.4pp |
| Employer contribution / active EE | $2,997 | $2,856+4.9% | $4,360-31.3% | $2,552+17.4% |
| Participant deferral / active EE | $7,676 | $4,575+67.8% | $6,153+24.8% | $4,126+86.0% |
| Admin fee / account holder | $3,037 | $9,467-67.9% | $15,194-80.0% | $7,339-58.6% |