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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 | $13,859 | $143,969-90.4% | $199,883-93.1% | $82,637-83.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 15.12% | 25.67%-10.6pp | 43.81%-28.7pp | 53.51%-38.4pp |
| Employer contribution / active EE | $4,069 | $4,632-12.2% | $6,261-35.0% | $2,552+59.4% |
| Participant deferral / active EE | $6,609 | $6,937-4.7% | $9,138-27.7% | $4,126+60.2% |
| Admin fee / account holder | $2,834 | $14,597-80.6% | $17,268-83.6% | $7,339-61.4% |