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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 | $27,261 | $181,896-85.0% | $156,551-82.6% | $273,972-90.0% |
| Participation rate | 78.3% | 88.4%-10.1pp | 84.0%-5.8pp | 83.0%-4.8pp |
| Annual return | 4.70% | 30.74%-26.0pp | 32.23%-27.5pp | 41.46%-36.8pp |
| Employer contribution / active EE | $1,566 | $6,248-74.9% | $5,501-71.5% | $4,869-67.8% |
| Participant deferral / active EE | $3,108 | $5,550-44.0% | $4,871-36.2% | $5,287-41.2% |
| Admin fee / account holder | $2,461 | $15,560-84.2% | $13,028-81.1% | $10,133-75.7% |