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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 | $20,432 | $101,798-79.9% | $165,071-87.6% | $80,935-74.8% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.7%+30.6pp |
| Annual return | 11.95% | 16.73%-4.8pp | 70.17%-58.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $2,181 | $2,954-26.2% | $4,347-49.8% | $2,757-20.9% |
| Participant deferral / active EE | $4,081 | $4,476-8.8% | $6,035-32.4% | $4,299-5.1% |
| Admin fee / account holder | $4,987 | $8,221-39.3% | $12,695-60.7% | $6,924-28.0% |