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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 | $34,029 | $97,550-65.1% | $120,344-71.7% | $87,485-61.1% |
| Participation rate | 83.0% | 72.8%+10.2pp | 76.7%+6.3pp | 68.9%+14.1pp |
| Annual return | 15.35% | 18.41%-3.1pp | 20.30%-5.0pp | 26.06%-10.7pp |
| Employer contribution / active EE | $1,499 | $2,291-34.5% | $3,020-50.4% | $2,596-42.2% |
| Participant deferral / active EE | $2,694 | $4,230-36.3% | $5,135-47.5% | $4,274-37.0% |
| Admin fee / account holder | $2,510 | $9,543-73.7% | $12,742-80.3% | $7,775-67.7% |