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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 | $97,550-78.5% | $120,344-82.5% | $87,485-76.0% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.7%+1.1pp | 68.9%+8.8pp |
| Annual return | 19.37% | 18.41%+1.0pp | 20.30%-0.9pp | 26.06%-6.7pp |
| Employer contribution / active EE | $2,331 | $2,291+1.8% | $3,020-22.8% | $2,596-10.2% |
| Participant deferral / active EE | $3,289 | $4,230-22.2% | $5,135-35.9% | $4,274-23.0% |
| Admin fee / account holder | $407 | $9,543-95.7% | $12,742-96.8% | $7,775-94.8% |