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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 | $23,306 | $69,511-66.5% | $94,664-75.4% | $71,511-67.4% |
| Participation rate | 78.3% | 78.4%-0.1pp | 80.8%-2.5pp | 67.9%+10.4pp |
| Annual return | 24.54% | 29.67%-5.1pp | 156.84%-132.3pp | 28.86%-4.3pp |
| Employer contribution / active EE | $2,104 | $2,853-26.3% | $3,673-42.7% | $2,589-18.8% |
| Participant deferral / active EE | $4,470 | $7,348-39.2% | $7,417-39.7% | $4,291+4.2% |
| Admin fee / account holder | $558 | $1,211-53.9% | $7,222-92.3% | $1,588-64.9% |