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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 | $97,648-67.1% | $121,663-73.6% | $87,485-63.3% |
| Participation rate | 84.0% | 70.5%+13.5pp | 74.5%+9.5pp | 68.9%+15.1pp |
| Annual return | 18.89% | 18.03%+0.9pp | 147.54%-128.7pp | 26.06%-7.2pp |
| Employer contribution / active EE | $1,229 | $2,300-46.6% | $3,020-59.3% | $2,596-52.7% |
| Participant deferral / active EE | $1,836 | $3,923-53.2% | $4,887-62.4% | $4,274-57.0% |
| Admin fee / account holder | $6,479 | $11,100-41.6% | $14,289-54.7% | $7,775-16.7% |