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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 | $35,031 | $125,797-72.2% | $170,043-79.4% | $75,173-53.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.11% | 27.20%-11.1pp | 53.40%-37.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $1,751 | $4,616-62.1% | $6,790-74.2% | $2,671-34.4% |
| Participant deferral / active EE | $5,260 | $6,838-23.1% | $10,410-49.5% | $4,126+27.5% |
| Admin fee / account holder | $2,969 | $8,177-63.7% | $12,824-76.8% | $5,651-47.5% |