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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 | $115,931-79.8% | $185,441-87.4% | $86,983-73.1% |
| Participation rate | 96.0% | 73.6%+22.4pp | 80.3%+15.7pp | 69.5%+26.5pp |
| Annual return | 19.20% | 21.47%-2.3pp | 20.16%-1.0pp | 25.83%-6.6pp |
| Employer contribution / active EE | $2,672 | $2,937-9.0% | $4,672-42.8% | $2,584+3.4% |
| Participant deferral / active EE | $4,232 | $4,551-7.0% | $6,152-31.2% | $4,194+0.9% |
| Admin fee / account holder | $3,508 | $10,687-67.2% | $17,890-80.4% | $7,856-55.3% |