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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 | $20,535 | $77,472-73.5% | $100,415-79.6% | $80,959-74.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 13.56% | 37.26%-23.7pp | 49.47%-35.9pp | 35.67%-22.1pp |
| Employer contribution / active EE | $5,062 | $2,800+80.8% | $3,943+28.4% | $2,757+83.6% |
| Participant deferral / active EE | $5,064 | $6,818-25.7% | $8,091-37.4% | $4,300+17.8% |
| Admin fee / account holder | $9,315 | $5,885+58.3% | $7,906+17.8% | $6,925+34.5% |