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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 | $34,105 | $115,931-70.6% | $185,441-81.6% | $86,983-60.8% |
| Participation rate | 79.7% | 73.6%+6.1pp | 80.3%-0.5pp | 69.5%+10.2pp |
| Annual return | 28.75% | 21.47%+7.3pp | 20.16%+8.6pp | 25.83%+2.9pp |
| Employer contribution / active EE | $2,245 | $2,937-23.6% | $4,672-51.9% | $2,584-13.1% |
| Participant deferral / active EE | $3,641 | $4,551-20.0% | $6,152-40.8% | $4,194-13.2% |
| Admin fee / account holder | $535 | $10,687-95.0% | $17,890-97.0% | $7,856-93.2% |