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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 | $17,252 | $76,367-77.4% | $93,614-81.6% | $72,983-76.4% |
| Participation rate | 84.4% | 71.7%+12.7pp | 75.8%+8.6pp | 69.5%+15.0pp |
| Annual return | 27.29% | 25.82%+1.5pp | 32.76%-5.5pp | 81.01%-53.7pp |
| Employer contribution / active EE | $1,827 | $2,275-19.7% | $2,718-32.8% | $2,440-25.1% |
| Participant deferral / active EE | $3,242 | $3,538-8.4% | $4,069-20.3% | $3,608-10.1% |
| Admin fee / account holder | $935 | $6,838-86.3% | $7,889-88.2% | $5,124-81.8% |