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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 | $27,083 | $108,825-75.1% | $156,181-82.7% | $82,448-67.2% |
| Participation rate | 89.6% | 72.4%+17.2pp | 78.8%+10.7pp | 68.1%+21.5pp |
| Annual return | 23.08% | 20.59%+2.5pp | 64.87%-41.8pp | 41.64%-18.6pp |
| Employer contribution / active EE | $1,626 | $2,870-43.3% | $4,294-62.1% | $2,551-36.3% |
| Participant deferral / active EE | $4,884 | $4,577+6.7% | $6,132-20.3% | $4,139+18.0% |
| Admin fee / account holder | $7,169 | $9,341-23.2% | $14,586-50.8% | $7,234-0.9% |