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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 | $138,366-75.1% | $184,185-81.3% | $80,911-57.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 15.59% | 20.02%-4.4pp | 28.81%-13.2pp | 35.63%-20.0pp |
| Employer contribution / active EE | $5,528 | $4,849+14.0% | $6,426-14.0% | $2,756+100.6% |
| Participant deferral / active EE | $9,878 | $7,074+39.6% | $9,132+8.2% | $4,297+129.9% |
| Admin fee / account holder | $4,097 | $10,484-60.9% | $13,909-70.5% | $6,935-40.9% |