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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 | $95,404-72.6% | $113,397-77.0% | $82,637-68.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.09% | 19.08%+1.0pp | 23.20%-3.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $2,808 | $2,307+21.7% | $2,977-5.7% | $2,552+10.0% |
| Participant deferral / active EE | $4,824 | $4,220+14.3% | $5,076-5.0% | $4,126+16.9% |
| Admin fee / account holder | $2,296 | $9,168-75.0% | $11,957-80.8% | $7,339-68.7% |