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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 | $22,174 | $93,057-76.2% | $153,500-85.6% | $80,925-72.6% |
| Participation rate | 79.7% | 69.0%+10.7pp | 77.1%+2.6pp | 67.7%+12.0pp |
| Annual return | 19.92% | 19.96%0pp | 15.70%+4.2pp | 35.65%-15.7pp |
| Employer contribution / active EE | $2,859 | $3,507-18.5% | $5,039-43.3% | $2,756+3.7% |
| Participant deferral / active EE | $4,063 | $5,179-21.6% | $6,756-39.9% | $4,299-5.5% |
| Admin fee / account holder | $2,436 | $8,885-72.6% | $12,736-80.9% | $6,940-64.9% |