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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 | $19,910 | $79,557-75.0% | $118,746-83.2% | $70,126-71.6% |
| Participation rate | 97.9% | 71.4%+26.5pp | 78.3%+19.6pp | 69.5%+28.3pp |
| Annual return | 18.70% | 25.64%-6.9pp | 24.54%-5.8pp | 73.15%-54.4pp |
| Employer contribution / active EE | $3,222 | $2,861+12.6% | $4,193-23.2% | $2,343+37.5% |
| Participant deferral / active EE | $6,054 | $4,089+48.1% | $5,332+13.5% | $3,332+81.7% |
| Admin fee / account holder | $2,196 | $5,374-59.1% | $10,720-79.5% | $4,645-52.7% |