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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 | $95,453-72.6% | $112,040-76.7% | $82,448-68.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 20.09% | 23.92%-3.8pp | 24.52%-4.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,808 | $2,318+21.1% | $2,954-4.9% | $2,551+10.1% |
| Participant deferral / active EE | $4,824 | $4,224+14.2% | $5,098-5.4% | $4,139+16.6% |
| Admin fee / account holder | $2,296 | $9,013-74.5% | $12,098-81.0% | $7,234-68.3% |