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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 | $27,572 | $153,769-82.1% | $133,975-79.4% | $273,972-89.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 9.00% | 36.51%-27.5pp | 29.29%-20.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $4,859 | $6,029-19.4% | $5,211-6.8% | $4,869-0.2% |
| Participant deferral / active EE | $5,906 | $6,958-15.1% | $6,282-6.0% | $5,287+11.7% |
| Admin fee / account holder | $5,711 | $11,765-51.5% | $9,324-38.8% | $10,133-43.6% |