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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 | $19,945 | $76,551-73.9% | $123,894-83.9% | $62,881-68.3% |
| Participation rate | 82.1% | 73.0%+9.1pp | 81.4%+0.6pp | 69.3%+12.7pp |
| Annual return | 10.01% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,932 | $2,882-33.0% | $4,617-58.2% | $2,281-15.3% |
| Participant deferral / active EE | $3,088 | $4,840-36.2% | $5,984-48.4% | $3,203-3.6% |
| Admin fee / account holder | $393 | $4,826-91.9% | $8,357-95.3% | $4,296-90.8% |