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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 | $20,357 | $86,949-76.6% | $102,460-80.1% | $80,959-74.9% |
| Participation rate | 83.3% | 72.4%+10.9pp | 76.5%+6.8pp | 67.7%+15.7pp |
| Annual return | 10.81% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,922 | $2,370-18.9% | $3,025-36.5% | $2,757-30.3% |
| Participant deferral / active EE | $3,275 | $4,121-20.5% | $5,056-35.2% | $4,300-23.8% |
| Admin fee / account holder | $15,813 | $8,048+96.5% | $9,460+67.2% | $6,925+128.3% |