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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 | $108,342 | $859,867-87.4% | $61,972+74.8% | $859,867-87.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 85.5%+14.5pp | 85.0%+15.0pp |
| Annual return | 12.57% | 11.50%+1.1pp | 17.56%-5.0pp | 11.50%+1.1pp |
| Employer contribution / active EE | $3,761 | $22,247-83.1% | $3,238+16.2% | $22,247-83.1% |
| Participant deferral / active EE | $3,857 | $7,004-44.9% | $2,253+71.2% | $7,004-44.9% |
| Admin fee / account holder | $3,595 | $31,890-88.7% | $2,572+39.7% | $31,890-88.7% |