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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 | $7,415 | $99,345-92.5% | $84,753-91.3% | $273,972-97.3% |
| Participation rate | 71.4% | 80.7%-9.3pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.06% | 22.93%-15.9pp | 22.78%-15.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $2,234 | $4,214-47.0% | $3,574-37.5% | $4,869-54.1% |
| Participant deferral / active EE | $3,548 | $4,270-16.9% | $3,712-4.4% | $5,287-32.9% |
| Admin fee / account holder | $1,456 | $6,645-78.1% | $5,333-72.7% | $10,133-85.6% |