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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 | $20,645 | $167,415-87.7% | $140,514-85.3% | $198,609-89.6% |
| Participation rate | 87.5% | 80.9%+6.6pp | 77.8%+9.7pp | 82.4%+5.1pp |
| Annual return | 20.52% | 13.85%+6.7pp | 14.36%+6.2pp | 202.70%-182.2pp |
| Employer contribution / active EE | $3,206 | $4,088-21.6% | $3,378-5.1% | $5,055-36.6% |
| Participant deferral / active EE | $5,676 | $5,579+1.7% | $4,919+15.4% | $6,977-18.6% |
| Admin fee / account holder | $9,615 | $16,730-42.5% | $13,697-29.8% | $19,030-49.5% |