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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 | $106,524-81.2% | $152,301-86.8% | $87,485-77.1% |
| Participation rate | 84.6% | 75.8%+8.9pp | 82.4%+2.2pp | 68.9%+15.7pp |
| Annual return | 15.73% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.3pp |
| Employer contribution / active EE | $2,415 | $3,371-28.4% | $4,624-47.8% | $2,596-7.0% |
| Participant deferral / active EE | $4,158 | $6,525-36.3% | $8,004-48.0% | $4,274-2.7% |
| Admin fee / account holder | $2,227 | $8,287-73.1% | $14,398-84.5% | $7,775-71.4% |