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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 | $27,991 | $181,896-84.6% | $156,551-82.1% | $273,972-89.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.23% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $3,811 | $6,248-39.0% | $5,501-30.7% | $4,869-21.7% |
| Participant deferral / active EE | $6,567 | $5,550+18.3% | $4,871+34.8% | $5,287+24.2% |
| Admin fee / account holder | $1,071 | $15,560-93.1% | $13,028-91.8% | $10,133-89.4% |