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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 | $23,408 | $110,137-78.7% | $161,149-85.5% | $82,637-71.7% |
| Participation rate | 96.0% | 72.4%+23.6pp | 78.8%+17.2pp | 68.1%+27.9pp |
| Annual return | 19.20% | 20.69%-1.5pp | 21.16%-2.0pp | 53.51%-34.3pp |
| Employer contribution / active EE | $2,672 | $2,856-6.5% | $4,360-38.7% | $2,552+4.7% |
| Participant deferral / active EE | $4,232 | $4,575-7.5% | $6,153-31.2% | $4,126+2.6% |
| Admin fee / account holder | $3,508 | $9,467-62.9% | $15,194-76.9% | $7,339-52.2% |