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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 | $17,876 | $153,769-88.4% | $133,975-86.7% | $273,972-93.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.94% | 36.51%-26.6pp | 29.29%-19.4pp | 41.46%-31.5pp |
| Employer contribution / active EE | $1,643 | $6,029-72.7% | $5,211-68.5% | $4,869-66.3% |
| Participant deferral / active EE | $4,738 | $6,958-31.9% | $6,282-24.6% | $5,287-10.4% |
| Admin fee / account holder | $2,521 | $11,765-78.6% | $9,324-73.0% | $10,133-75.1% |