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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 | $23,226 | $76,371-69.6% | $93,621-75.2% | $72,976-68.2% |
| Participation rate | 71.4% | 71.8%-0.3pp | 75.8%-4.4pp | 69.5%+1.9pp |
| Annual return | 23.83% | 25.82%-2.0pp | 32.76%-8.9pp | 81.02%-57.2pp |
| Employer contribution / active EE | $846 | $2,276-62.8% | $2,719-68.9% | $2,440-65.3% |
| Participant deferral / active EE | $1,370 | $3,538-61.3% | $4,070-66.3% | $3,608-62.0% |
| Admin fee / account holder | $5,374 | $6,839-21.4% | $7,890-31.9% | $5,124+4.9% |