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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 | $81,476-74.3% | $102,383-79.5% | $80,925-74.1% |
| Participation rate | 73.0% | 66.8%+6.1pp | 74.5%-1.5pp | 67.7%+5.3pp |
| Annual return | 17.40% | 25.59%-8.2pp | 24.94%-7.5pp | 35.65%-18.3pp |
| Employer contribution / active EE | $1,583 | $3,105-49.0% | $3,870-59.1% | $2,756-42.6% |
| Participant deferral / active EE | $3,005 | $3,871-22.4% | $5,060-40.6% | $4,299-30.1% |
| Admin fee / account holder | $16,353 | $6,717+143.4% | $8,391+94.9% | $6,940+135.6% |