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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 | $20,966 | $78,423-73.3% | $95,964-78.2% | $79,856-73.7% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 23.72% | 19.37%+4.3pp | 91.64%-67.9pp | 31.71%-8.0pp |
| Employer contribution / active EE | $1,716 | $1,945-11.8% | $2,541-32.5% | $2,471-30.5% |
| Participant deferral / active EE | $4,061 | $3,440+18.0% | $4,167-2.5% | $3,741+8.6% |
| Admin fee / account holder | $3,186 | $5,622-43.3% | $6,797-53.1% | $5,306-40.0% |