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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 | $20,033 | $106,749-81.2% | $145,433-86.2% | $82,448-75.7% |
| Participation rate | 84.6% | 75.6%+9.0pp | 82.1%+2.5pp | 68.1%+16.5pp |
| Annual return | 15.73% | 27.59%-11.9pp | 66.58%-50.8pp | 41.64%-25.9pp |
| Employer contribution / active EE | $2,415 | $3,444-29.9% | $4,554-47.0% | $2,551-5.3% |
| Participant deferral / active EE | $4,158 | $6,519-36.2% | $7,897-47.3% | $4,139+0.5% |
| Admin fee / account holder | $2,227 | $8,390-73.5% | $13,129-83.0% | $7,234-69.2% |