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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 | $138,393-75.1% | $184,256-81.3% | $80,959-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 15.59% | 20.01%-4.4pp | 28.85%-13.3pp | 35.67%-20.1pp |
| Employer contribution / active EE | $5,528 | $4,847+14.0% | $6,427-14.0% | $2,757+100.5% |
| Participant deferral / active EE | $9,878 | $7,076+39.6% | $9,133+8.2% | $4,300+129.7% |
| Admin fee / account holder | $4,097 | $10,489-60.9% | $13,899-70.5% | $6,925-40.8% |