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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 | $21,181 | $199,109-89.4% | $173,730-87.8% | $154,746-86.3% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 16.76% | 20.02%-3.3pp | 19.96%-3.2pp | 172.34%-155.6pp |
| Employer contribution / active EE | $1,776 | $5,311-66.6% | $4,577-61.2% | $4,379-59.5% |
| Participant deferral / active EE | $2,937 | $7,113-58.7% | $6,326-53.6% | $6,730-56.4% |
| Admin fee / account holder | $13,239 | $20,916-36.7% | $17,523-24.5% | $14,365-7.8% |