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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 | $110,625 | $289,147-61.7% | $129,129-14.3% | $289,147-61.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 80.0%+20.0pp | 80.8%+19.2pp |
| Annual return | 10.79% | 12.61%-1.8pp | 10.01%+0.8pp | 12.61%-1.8pp |
| Employer contribution / active EE | $1,919 | $13,617-85.9% | $2,123-9.6% | $13,617-85.9% |
| Participant deferral / active EE | $3,143 | $5,372-41.5% | $5,857-46.3% | $5,372-41.5% |
| Admin fee / account holder | $7,907 | $23,026-65.7% | $3,024+161.4% | $23,026-65.7% |