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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 | $26,370 | $181,896-85.5% | $156,551-83.2% | $273,972-90.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.91% | 30.74%-21.8pp | 32.23%-23.3pp | 41.46%-32.5pp |
| Employer contribution / active EE | $3,114 | $6,248-50.2% | $5,501-43.4% | $4,869-36.0% |
| Participant deferral / active EE | $6,526 | $5,550+17.6% | $4,871+34.0% | $5,287+23.4% |
| Admin fee / account holder | $1,130 | $15,560-92.7% | $13,028-91.3% | $10,133-88.8% |