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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 | $48,200 | $275,752-82.5% | $256,809-81.2% | $198,609-75.7% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 19.60% | 34.81%-15.2pp | 32.73%-13.1pp | 202.70%-183.1pp |
| Employer contribution / active EE | $5,598 | $7,721-27.5% | $7,263-22.9% | $5,055+10.7% |
| Participant deferral / active EE | $5,628 | $10,037-43.9% | $9,520-40.9% | $6,977-19.3% |
| Admin fee / account holder | $708 | $25,716-97.2% | $25,146-97.2% | $19,030-96.3% |