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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 | $18,335 | $254,759-92.8% | $216,567-91.5% | $198,609-90.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 8.68% | 10.04%-1.4pp | 12.94%-4.3pp | 202.70%-194.0pp |
| Employer contribution / active EE | $3,127 | $6,096-48.7% | $5,216-40.1% | $5,055-38.2% |
| Participant deferral / active EE | $4,376 | $6,948-37.0% | $6,191-29.3% | $6,977-37.3% |
| Admin fee / account holder | $890 | $26,311-96.6% | $21,981-96.0% | $19,030-95.3% |