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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 | $93,055-76.2% | $153,741-85.6% | $80,959-72.6% |
| Participation rate | 79.7% | 69.0%+10.7pp | 77.1%+2.6pp | 67.7%+12.0pp |
| Annual return | 19.92% | 19.97%-0.1pp | 15.71%+4.2pp | 35.67%-15.7pp |
| Employer contribution / active EE | $2,859 | $3,504-18.4% | $5,042-43.3% | $2,757+3.7% |
| Participant deferral / active EE | $4,063 | $5,172-21.4% | $6,757-39.9% | $4,300-5.5% |
| Admin fee / account holder | $2,436 | $8,881-72.6% | $12,749-80.9% | $6,925-64.8% |