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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 | $28,537 | $95,453-70.1% | $112,040-74.5% | $82,448-65.4% |
| Participation rate | 92.9% | 72.8%+20.1pp | 76.5%+16.4pp | 68.1%+24.8pp |
| Annual return | 14.01% | 23.92%-9.9pp | 24.52%-10.5pp | 41.64%-27.6pp |
| Employer contribution / active EE | $1,717 | $2,318-25.9% | $2,954-41.9% | $2,551-32.7% |
| Participant deferral / active EE | $3,865 | $4,224-8.5% | $5,098-24.2% | $4,139-6.6% |
| Admin fee / account holder | $984 | $9,013-89.1% | $12,098-91.9% | $7,234-86.4% |