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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 | $27,160 | $153,769-82.3% | $133,975-79.7% | $273,972-90.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 5.31% | 36.51%-31.2pp | 29.29%-24.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $4,766 | $6,029-20.9% | $5,211-8.5% | $4,869-2.1% |
| Participant deferral / active EE | $4,867 | $6,958-30.1% | $6,282-22.5% | $5,287-8.0% |
| Admin fee / account holder | $805 | $11,765-93.2% | $9,324-91.4% | $10,133-92.1% |