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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 | $97,550-69.7% | $120,344-75.4% | $87,485-66.2% |
| Participation rate | 93.9% | 72.8%+21.1pp | 76.7%+17.2pp | 68.9%+25.0pp |
| Annual return | 18.50% | 18.41%+0.1pp | 20.30%-1.8pp | 26.06%-7.6pp |
| Employer contribution / active EE | $2,940 | $2,291+28.3% | $3,020-2.7% | $2,596+13.2% |
| Participant deferral / active EE | $4,487 | $4,230+6.1% | $5,135-12.6% | $4,274+5.0% |
| Admin fee / account holder | $2,507 | $9,543-73.7% | $12,742-80.3% | $7,775-67.8% |