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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 | $19,876 | $81,457-75.6% | $103,378-80.8% | $80,911-75.4% |
| Participation rate | 86.6% | 66.8%+19.7pp | 74.5%+12.1pp | 67.6%+18.9pp |
| Annual return | 11.38% | 25.58%-14.2pp | 24.91%-13.5pp | 35.63%-24.3pp |
| Employer contribution / active EE | $4,577 | $3,107+47.3% | $3,870+18.3% | $2,756+66.1% |
| Participant deferral / active EE | $1,786 | $3,871-53.9% | $5,058-64.7% | $4,297-58.4% |
| Admin fee / account holder | $2,622 | $6,717-61.0% | $8,401-68.8% | $6,935-62.2% |