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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 | $29,381 | $181,896-83.8% | $156,551-81.2% | $273,972-89.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.53% | 30.74%-24.2pp | 32.23%-25.7pp | 41.46%-34.9pp |
| Employer contribution / active EE | $2,426 | $6,248-61.2% | $5,501-55.9% | $4,869-50.2% |
| Participant deferral / active EE | $2,105 | $5,550-62.1% | $4,871-56.8% | $5,287-60.2% |
| Admin fee / account holder | $6,578 | $15,560-57.7% | $13,028-49.5% | $10,133-35.1% |