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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 | $25,065 | $123,478-79.7% | $216,567-88.4% | $94,015-73.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 16.50% | 23.61%-7.1pp | 12.94%+3.6pp | 17.84%-1.3pp |
| Employer contribution / active EE | $3,488 | $3,136+11.2% | $5,216-33.1% | $2,790+25.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $2,159 | $12,753-83.1% | $21,981-90.2% | $8,951-75.9% |