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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 | $20,960 | $81,504-74.3% | $102,437-79.5% | $80,959-74.1% |
| Participation rate | 73.0% | 66.9%+6.1pp | 74.5%-1.5pp | 67.7%+5.3pp |
| Annual return | 17.40% | 25.60%-8.2pp | 24.95%-7.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $1,583 | $3,104-49.0% | $3,871-59.1% | $2,757-42.6% |
| Participant deferral / active EE | $3,005 | $3,871-22.4% | $5,060-40.6% | $4,300-30.1% |
| Admin fee / account holder | $16,353 | $6,719+143.4% | $8,388+95.0% | $6,925+136.1% |