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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 | $23,108 | $153,769-85.0% | $133,975-82.8% | $273,972-91.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.59% | 36.51%-30.9pp | 29.29%-23.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $2,986 | $6,029-50.5% | $5,211-42.7% | $4,869-38.7% |
| Participant deferral / active EE | $4,966 | $6,958-28.6% | $6,282-20.9% | $5,287-6.1% |
| Admin fee / account holder | $3,585 | $11,765-69.5% | $9,324-61.6% | $10,133-64.6% |