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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 | $17,868 | $213,785-91.6% | $185,441-90.4% | $155,188-88.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 19.87% | 19.97%-0.1pp | 20.16%-0.3pp | 148.84%-129.0pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $2,871 | $6,864-58.2% | $6,152-53.3% | $6,531-56.0% |
| Admin fee / account holder | $764 | $21,134-96.4% | $17,890-95.7% | $14,480-94.7% |