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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 | $34,731 | $254,759-86.4% | $216,567-84.0% | $198,609-82.5% |
| Participation rate | 86.7% | 84.5%+2.1pp | 81.6%+5.0pp | 82.4%+4.3pp |
| Annual return | 17.30% | 10.04%+7.3pp | 12.94%+4.4pp | 202.70%-185.4pp |
| Employer contribution / active EE | $2,709 | $6,096-55.6% | $5,216-48.1% | $5,055-46.4% |
| Participant deferral / active EE | $3,246 | $6,948-53.3% | $6,191-47.6% | $6,977-53.5% |
| Admin fee / account holder | $898 | $26,311-96.6% | $21,981-95.9% | $19,030-95.3% |