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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 | $17,550 | $95,453-81.6% | $112,040-84.3% | $82,448-78.7% |
| Participation rate | 92.2% | 72.8%+19.4pp | 76.5%+15.7pp | 68.1%+24.1pp |
| Annual return | 24.54% | 23.92%+0.6pp | 24.52%0pp | 41.64%-17.1pp |
| Employer contribution / active EE | $1,587 | $2,318-31.5% | $2,954-46.3% | $2,551-37.8% |
| Participant deferral / active EE | $3,819 | $4,224-9.6% | $5,098-25.1% | $4,139-7.7% |
| Admin fee / account holder | $586 | $9,013-93.5% | $12,098-95.2% | $7,234-91.9% |