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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 | $30,803 | $181,896-83.1% | $156,551-80.3% | $273,972-88.8% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 3.01% | 30.74%-27.7pp | 32.23%-29.2pp | 41.46%-38.4pp |
| Employer contribution / active EE | $2,030 | $6,248-67.5% | $5,501-63.1% | $4,869-58.3% |
| Participant deferral / active EE | $2,007 | $5,550-63.8% | $4,871-58.8% | $5,287-62.0% |
| Admin fee / account holder | $5,765 | $15,560-63.0% | $13,028-55.7% | $10,133-43.1% |