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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 | $34,449 | $138,385-75.1% | $184,243-81.3% | $80,925-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.59% | 20.02%-4.4pp | 28.82%-13.2pp | 35.65%-20.1pp |
| Employer contribution / active EE | $5,528 | $4,851+14.0% | $6,427-14.0% | $2,756+100.6% |
| Participant deferral / active EE | $9,878 | $7,075+39.6% | $9,132+8.2% | $4,299+129.8% |
| Admin fee / account holder | $4,097 | $10,489-60.9% | $13,914-70.6% | $6,940-41.0% |