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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 | $19,704 | $149,741-86.8% | $118,914-83.4% | $158,982-87.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 6.81% | 19.94%-13.1pp | 35.89%-29.1pp | 302.99%-296.2pp |
| Employer contribution / active EE | $4,275 | $4,119+3.8% | $3,264+31.0% | $4,763-10.2% |
| Participant deferral / active EE | $1,391 | $5,226-73.4% | $4,266-67.4% | $5,983-76.8% |
| Admin fee / account holder | $5,045 | $8,607-41.4% | $6,582-23.4% | $11,252-55.2% |