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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 | $23,217 | $140,592-83.5% | $123,105-81.1% | $125,389-81.5% |
| Participation rate | 91.7% | 88.2%+3.5pp | 86.8%+4.9pp | 83.2%+8.5pp |
| Annual return | -0.22% | 16.80%-17.0pp | 13.22%-13.4pp | 282.24%-282.5pp |
| Employer contribution / active EE | $3,256 | $6,041-46.1% | $5,151-36.8% | $4,866-33.1% |
| Participant deferral / active EE | $5,191 | $6,980-25.6% | $6,229-16.7% | $5,352-3.0% |
| Admin fee / account holder | $8,889 | $11,198-20.6% | $9,014-1.4% | $9,541-6.8% |