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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 | $20,817 | $97,550-78.7% | $120,344-82.7% | $87,485-76.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 16.61% | 18.41%-1.8pp | 20.30%-3.7pp | 26.06%-9.5pp |
| Employer contribution / active EE | $1,722 | $2,291-24.8% | $3,020-43.0% | $2,596-33.7% |
| Participant deferral / active EE | $2,572 | $4,230-39.2% | $5,135-49.9% | $4,274-39.8% |
| Admin fee / account holder | $1,265 | $9,543-86.7% | $12,742-90.1% | $7,775-83.7% |