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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 | $97,550-66.0% | $120,344-72.4% | $87,485-62.0% |
| Participation rate | 70.6% | 72.8%-2.2pp | 76.7%-6.1pp | 68.9%+1.7pp |
| Annual return | 14.04% | 18.41%-4.4pp | 20.30%-6.3pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,127 | $2,291-50.8% | $3,020-62.7% | $2,596-56.6% |
| Participant deferral / active EE | $3,570 | $4,230-15.6% | $5,135-30.5% | $4,274-16.5% |
| Admin fee / account holder | $3,182 | $9,543-66.7% | $12,742-75.0% | $7,775-59.1% |