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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 | $17,528 | $81,504-78.5% | $102,437-82.9% | $80,959-78.3% |
| Participation rate | 76.9% | 66.9%+10.1pp | 74.5%+2.4pp | 67.7%+9.3pp |
| Annual return | 12.36% | 25.60%-13.2pp | 24.95%-12.6pp | 35.67%-23.3pp |
| Employer contribution / active EE | $2,256 | $3,104-27.3% | $3,871-41.7% | $2,757-18.2% |
| Participant deferral / active EE | $5,408 | $3,871+39.7% | $5,060+6.9% | $4,300+25.7% |
| Admin fee / account holder | $925 | $6,719-86.2% | $8,388-89.0% | $6,925-86.6% |