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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 | $33,743 | $146,267-76.9% | $197,124-82.9% | $82,448-59.1% |
| Participation rate | 94.4% | 84.0%+10.4pp | 86.7%+7.7pp | 68.1%+26.4pp |
| Annual return | 0.00% | 29.61%-29.6pp | 44.34%-44.3pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,297 | $4,723-51.4% | $6,227-63.1% | $2,551-10.0% |
| Participant deferral / active EE | $4,653 | $7,035-33.9% | $9,135-49.1% | $4,139+12.4% |
| Admin fee / account holder | $4,696 | $14,422-67.4% | $16,298-71.2% | $7,234-35.1% |