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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 | $22,254 | $101,798-78.1% | $165,071-86.5% | $80,935-72.5% |
| Participation rate | 78.6% | 71.8%+6.7pp | 78.6%-0.1pp | 67.7%+10.9pp |
| Annual return | 12.12% | 16.73%-4.6pp | 70.17%-58.1pp | 35.66%-23.5pp |
| Employer contribution / active EE | $3,080 | $2,954+4.3% | $4,347-29.1% | $2,757+11.7% |
| Participant deferral / active EE | $2,506 | $4,476-44.0% | $6,035-58.5% | $4,299-41.7% |
| Admin fee / account holder | $2,793 | $8,221-66.0% | $12,695-78.0% | $6,924-59.7% |