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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 | $33,211 | $100,194-66.9% | $122,979-73.0% | $86,983-61.8% |
| Participation rate | 70.6% | 73.0%-2.4pp | 77.2%-6.6pp | 69.5%+1.0pp |
| Annual return | 14.04% | 16.47%-2.4pp | 20.12%-6.1pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,127 | $2,326-51.5% | $3,062-63.2% | $2,584-56.4% |
| Participant deferral / active EE | $3,570 | $4,133-13.6% | $5,003-28.6% | $4,194-14.9% |
| Admin fee / account holder | $3,182 | $10,148-68.6% | $12,864-75.3% | $7,856-59.5% |