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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 | $27,035 | $80,983-66.6% | $96,544-72.0% | $75,177-64.0% |
| Participation rate | 73.1% | 71.8%+1.3pp | 76.0%-2.9pp | 67.2%+5.9pp |
| Annual return | 13.30% | 27.05%-13.8pp | 25.88%-12.6pp | 160.75%-147.4pp |
| Employer contribution / active EE | $1,949 | $2,282-14.6% | $2,966-34.3% | $2,671-27.1% |
| Participant deferral / active EE | $2,444 | $3,929-37.8% | $4,851-49.6% | $4,126-40.8% |
| Admin fee / account holder | $20,781 | $6,717+209.4% | $8,254+151.8% | $5,651+267.7% |