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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 | $17,365 | $69,590-75.0% | $136,867-87.3% | $94,015-81.5% |
| Participation rate | 97.8% | 66.3%+31.5pp | 74.5%+23.2pp | 70.8%+27.0pp |
| Annual return | 11.34% | 19.62%-8.3pp | 42.97%-31.6pp | 17.84%-6.5pp |
| Employer contribution / active EE | $2,345 | $2,396-2.1% | $3,547-33.9% | $2,790-15.9% |
| Participant deferral / active EE | $2,885 | $3,437-16.1% | $4,924-41.4% | $4,249-32.1% |
| Admin fee / account holder | $5,915 | $8,912-33.6% | $10,340-42.8% | $8,951-33.9% |