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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 | $11,218 | $181,896-93.8% | $156,551-92.8% | $273,972-95.9% |
| Participation rate | 91.7% | 88.4%+3.3pp | 84.0%+7.7pp | 83.0%+8.7pp |
| Annual return | 3.83% | 30.74%-26.9pp | 32.23%-28.4pp | 41.46%-37.6pp |
| Employer contribution / active EE | $2,567 | $6,248-58.9% | $5,501-53.3% | $4,869-47.3% |
| Participant deferral / active EE | $2,056 | $5,550-63.0% | $4,871-57.8% | $5,287-61.1% |
| Admin fee / account holder | $1,649 | $15,560-89.4% | $13,028-87.3% | $10,133-83.7% |