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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 | $28,083 | $254,759-89.0% | $216,567-87.0% | $198,609-85.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 13.25% | 10.04%+3.2pp | 12.94%+0.3pp | 202.70%-189.5pp |
| Employer contribution / active EE | $4,409 | $6,096-27.7% | $5,216-15.5% | $5,055-12.8% |
| Participant deferral / active EE | $6,233 | $6,948-10.3% | $6,191+0.7% | $6,977-10.7% |
| Admin fee / account holder | $836 | $26,311-96.8% | $21,981-96.2% | $19,030-95.6% |