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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 | $22,085 | $110,137-79.9% | $161,149-86.3% | $82,637-73.3% |
| Participation rate | 78.6% | 72.4%+6.2pp | 78.8%-0.3pp | 68.1%+10.5pp |
| Annual return | 17.55% | 20.69%-3.1pp | 21.16%-3.6pp | 53.51%-36.0pp |
| Employer contribution / active EE | $2,025 | $2,856-29.1% | $4,360-53.6% | $2,552-20.7% |
| Participant deferral / active EE | $3,548 | $4,575-22.4% | $6,153-42.3% | $4,126-14.0% |
| Admin fee / account holder | $4,332 | $9,467-54.2% | $15,194-71.5% | $7,339-41.0% |