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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 | $22,388 | $110,083-79.7% | $151,639-85.2% | $68,486-67.3% |
| Participation rate | 96.4% | 84.0%+12.4pp | 87.5%+8.9pp | 67.9%+28.5pp |
| Annual return | 30.30% | -10.12%+40.4pp | 3.34%+27.0pp | -7.85%+38.1pp |
| Employer contribution / active EE | $8,250 | $4,470+84.6% | $6,165+33.8% | $2,597+217.7% |
| Participant deferral / active EE | $3,380 | $6,526-48.2% | $8,363-59.6% | $4,028-16.1% |
| Admin fee / account holder | $1,035 | $7,718-86.6% | $11,613-91.1% | $5,404-80.8% |