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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 | $19,423 | $153,769-87.4% | $133,975-85.5% | $273,972-92.9% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 12.03% | 36.51%-24.5pp | 29.29%-17.3pp | 41.46%-29.4pp |
| Employer contribution / active EE | $4,867 | $6,029-19.3% | $5,211-6.6% | $4,8690% |
| Participant deferral / active EE | $6,986 | $6,958+0.4% | $6,282+11.2% | $5,287+32.1% |
| Admin fee / account holder | $7,279 | $11,765-38.1% | $9,324-21.9% | $10,133-28.2% |