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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 | $114,712-76.4% | $173,730-84.4% | $87,485-69.0% |
| Participation rate | 89.6% | 73.0%+16.6pp | 79.6%+10.0pp | 68.9%+20.6pp |
| Annual return | 23.08% | 20.18%+2.9pp | 19.96%+3.1pp | 26.06%-3.0pp |
| Employer contribution / active EE | $1,626 | $2,904-44.0% | $4,577-64.5% | $2,596-37.4% |
| Participant deferral / active EE | $4,884 | $4,642+5.2% | $6,326-22.8% | $4,274+14.3% |
| Admin fee / account holder | $7,169 | $10,210-29.8% | $17,523-59.1% | $7,775-7.8% |