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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 | $20,008 | $82,032-75.6% | $123,106-83.7% | $59,633-66.4% |
| Participation rate | 93.9% | 83.2%+10.7pp | 86.8%+7.2pp | 68.7%+25.3pp |
| Annual return | 9.00% | 5.12%+3.9pp | 13.22%-4.2pp | 2041.40%-2032.4pp |
| Employer contribution / active EE | $1,960 | $3,297-40.5% | $5,151-61.9% | $2,203-11.0% |
| Participant deferral / active EE | $3,033 | $4,667-35.0% | $6,229-51.3% | $3,192-5.0% |
| Admin fee / account holder | $564 | $5,881-90.4% | $9,015-93.7% | $4,297-86.9% |