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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 | $23,372 | $78,423-70.2% | $95,964-75.6% | $79,856-70.7% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 13.42% | 19.37%-6.0pp | 91.64%-78.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $2,666 | $1,945+37.0% | $2,541+4.9% | $2,471+7.9% |
| Participant deferral / active EE | $4,381 | $3,440+27.3% | $4,167+5.1% | $3,741+17.1% |
| Admin fee / account holder | $4,874 | $5,622-13.3% | $6,797-28.3% | $5,306-8.1% |