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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 | $22,798 | $136,860-83.3% | $120,344-81.1% | $154,746-85.3% |
| Participation rate | 76.5% | 79.9%-3.4pp | 76.7%-0.2pp | 80.7%-4.2pp |
| Annual return | 10.95% | 21.38%-10.4pp | 20.30%-9.4pp | 172.34%-161.4pp |
| Employer contribution / active EE | $1,966 | $3,533-44.3% | $3,020-34.9% | $4,379-55.1% |
| Participant deferral / active EE | $4,115 | $5,793-29.0% | $5,135-19.9% | $6,730-38.9% |
| Admin fee / account holder | $3,650 | $15,393-76.3% | $12,742-71.4% | $14,365-74.6% |