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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 | $31,657 | $97,550-67.5% | $120,344-73.7% | $87,485-63.8% |
| Participation rate | 77.2% | 72.8%+4.3pp | 76.7%+0.5pp | 68.9%+8.2pp |
| Annual return | 28.19% | 18.41%+9.8pp | 20.30%+7.9pp | 26.06%+2.1pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,463 | $4,230+52.8% | $5,135+25.9% | $4,274+51.2% |
| Admin fee / account holder | $1,770 | $9,543-81.4% | $12,742-86.1% | $7,775-77.2% |