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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 | $21,494 | $215,361-90.0% | $171,082-87.4% | $273,972-92.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 8.40% | 25.14%-16.7pp | 32.56%-24.2pp | 41.46%-33.1pp |
| Employer contribution / active EE | $2,766 | $4,967-44.3% | $4,002-30.9% | $4,869-43.2% |
| Participant deferral / active EE | $2,911 | $5,543-47.5% | $4,797-39.3% | $5,287-44.9% |
| Admin fee / account holder | $2,775 | $10,846-74.4% | $8,520-67.4% | $10,133-72.6% |