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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 | $29,583 | $95,453-69.0% | $112,040-73.6% | $82,448-64.1% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.5%+17.4pp | 68.1%+25.8pp |
| Annual return | 18.50% | 23.92%-5.4pp | 24.52%-6.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,940 | $2,318+26.8% | $2,954-0.5% | $2,551+15.2% |
| Participant deferral / active EE | $4,487 | $4,224+6.2% | $5,098-12.0% | $4,139+8.4% |
| Admin fee / account holder | $2,507 | $9,013-72.2% | $12,098-79.3% | $7,234-65.3% |