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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 | $19,092 | $76,564-75.1% | $105,582-81.9% | $94,015-79.7% |
| Participation rate | 97.1% | 65.2%+31.9pp | 71.8%+25.3pp | 70.8%+26.2pp |
| Annual return | 31.01% | 20.69%+10.3pp | 18.61%+12.4pp | 17.84%+13.2pp |
| Employer contribution / active EE | $3,243 | $1,995+62.5% | $2,984+8.7% | $2,790+16.2% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,353-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,757 | $7,129+64.9% | $12,856-8.5% | $8,951+31.3% |