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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 | $16,860 | $77,896-78.4% | $134,172-87.4% | $82,448-79.6% |
| Participation rate | 82.4% | 62.8%+19.6pp | 72.5%+9.9pp | 68.1%+14.3pp |
| Annual return | 26.31% | 18.21%+8.1pp | 25.30%+1.0pp | 41.64%-15.3pp |
| Employer contribution / active EE | $2,004 | $2,159-7.2% | $3,420-41.4% | $2,551-21.4% |
| Participant deferral / active EE | $3,129 | $3,162-1.1% | $4,690-33.3% | $4,139-24.4% |
| Admin fee / account holder | $1,407 | $6,336-77.8% | $12,016-88.3% | $7,234-80.6% |