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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 | $27,372 | $78,428-65.1% | $95,960-71.5% | $79,852-65.7% |
| Participation rate | 93.8% | 73.5%+20.3pp | 77.1%+16.7pp | 69.6%+24.1pp |
| Annual return | 13.59% | 19.37%-5.8pp | 91.63%-78.0pp | 31.72%-18.1pp |
| Employer contribution / active EE | $2,420 | $1,945+24.4% | $2,541-4.8% | $2,471-2.1% |
| Participant deferral / active EE | $3,463 | $3,440+0.7% | $4,167-16.9% | $3,740-7.4% |
| Admin fee / account holder | $3,193 | $5,622-43.2% | $6,797-53.0% | $5,306-39.8% |