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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 | $18,138 | $76,551-76.3% | $123,894-85.4% | $62,881-71.2% |
| Participation rate | 96.9% | 73.0%+23.9pp | 81.4%+15.5pp | 69.3%+27.6pp |
| Annual return | 16.95% | 18.68%-1.7pp | 47.52%-30.6pp | 20.14%-3.2pp |
| Employer contribution / active EE | $7,813 | $2,882+171.0% | $4,617+69.2% | $2,281+242.5% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $654 | $4,826-86.4% | $8,357-92.2% | $4,296-84.8% |