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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 | $32,099 | $109,620-70.7% | $148,496-78.4% | $94,015-65.9% |
| Participation rate | 84.0% | 71.3%+12.7pp | 76.0%+8.0pp | 70.8%+13.2pp |
| Annual return | 18.89% | 17.54%+1.3pp | 12.33%+6.6pp | 17.84%+1.0pp |
| Employer contribution / active EE | $1,229 | $2,618-53.0% | $3,497-64.9% | $2,790-55.9% |
| Participant deferral / active EE | $1,836 | $3,831-52.1% | $4,808-61.8% | $4,249-56.8% |
| Admin fee / account holder | $6,479 | $10,050-35.5% | $19,547-66.9% | $8,951-27.6% |