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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 | $32,912 | $104,098-68.4% | $140,514-76.6% | $94,015-65.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 12.91% | 15.14%-2.2pp | 14.36%-1.4pp | 17.84%-4.9pp |
| Employer contribution / active EE | $2,258 | $2,388-5.4% | $3,378-33.2% | $2,790-19.1% |
| Participant deferral / active EE | $2,102 | $4,033-47.9% | $4,919-57.3% | $4,249-50.5% |
| Admin fee / account holder | $2,397 | $10,439-77.0% | $13,697-82.5% | $8,951-73.2% |