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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 | $19,701 | $181,896-89.2% | $156,551-87.4% | $273,972-92.8% |
| Participation rate | 95.8% | 88.4%+7.4pp | 84.0%+11.8pp | 83.0%+12.8pp |
| Annual return | 6.33% | 30.74%-24.4pp | 32.23%-25.9pp | 41.46%-35.1pp |
| Employer contribution / active EE | $1,796 | $6,248-71.3% | $5,501-67.4% | $4,869-63.1% |
| Participant deferral / active EE | $4,867 | $5,550-12.3% | $4,871-0.1% | $5,287-8.0% |
| Admin fee / account holder | $21,566 | $15,560+38.6% | $13,028+65.5% | $10,133+112.8% |