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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 | $22,408 | $136,307-83.6% | $106,619-79.0% | $273,968-91.8% |
| Participation rate | 89.5% | 84.8%+4.7pp | 78.0%+11.5pp | 83.0%+6.5pp |
| Annual return | 15.03% | 11.05%+4.0pp | 9.42%+5.6pp | 41.45%-26.4pp |
| Employer contribution / active EE | $4,323 | $5,190-16.7% | $3,947+9.5% | $4,869-11.2% |
| Participant deferral / active EE | $2,211 | $4,969-55.5% | $3,930-43.8% | $5,287-58.2% |
| Admin fee / account holder | $6,550 | $8,625-24.1% | $6,418+2.0% | $10,132-35.4% |