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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 | $21,000 | $104,098-79.8% | $140,514-85.1% | $94,015-77.7% |
| Participation rate | 77.8% | 73.7%+4.1pp | 77.8%0pp | 70.8%+7.0pp |
| Annual return | 19.37% | 15.14%+4.2pp | 14.36%+5.0pp | 17.84%+1.5pp |
| Employer contribution / active EE | $2,331 | $2,388-2.4% | $3,378-31.0% | $2,790-16.4% |
| Participant deferral / active EE | $3,289 | $4,033-18.4% | $4,919-33.1% | $4,249-22.6% |
| Admin fee / account holder | $407 | $10,439-96.1% | $13,697-97.0% | $8,951-95.5% |