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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 | $108,825-78.5% | $156,181-85.0% | $82,448-71.6% |
| Participation rate | 96.0% | 72.4%+23.6pp | 78.8%+17.2pp | 68.1%+27.9pp |
| Annual return | 19.20% | 20.59%-1.4pp | 64.87%-45.7pp | 41.64%-22.4pp |
| Employer contribution / active EE | $2,672 | $2,870-6.9% | $4,294-37.8% | $2,551+4.7% |
| Participant deferral / active EE | $4,232 | $4,577-7.5% | $6,132-31.0% | $4,139+2.2% |
| Admin fee / account holder | $3,508 | $9,341-62.4% | $14,586-75.9% | $7,234-51.5% |