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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 | $26,122 | $100,194-73.9% | $122,979-78.8% | $86,983-70.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 20.09% | 16.47%+3.6pp | 20.12%0pp | 25.83%-5.7pp |
| Employer contribution / active EE | $2,808 | $2,326+20.7% | $3,062-8.3% | $2,584+8.6% |
| Participant deferral / active EE | $4,824 | $4,133+16.7% | $5,003-3.6% | $4,194+15.0% |
| Admin fee / account holder | $2,296 | $10,148-77.4% | $12,864-82.2% | $7,856-70.8% |