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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 | $20,730 | $77,574-73.3% | $108,753-80.9% | $86,983-76.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 24.97% | 18.42%+6.6pp | 37.47%-12.5pp | 25.83%-0.9pp |
| Employer contribution / active EE | $3,849 | $1,611+139.0% | $2,427+58.6% | $2,584+48.9% |
| Participant deferral / active EE | $2,749 | $3,128-12.1% | $4,115-33.2% | $4,194-34.4% |
| Admin fee / account holder | $5,138 | $6,529-21.3% | $10,320-50.2% | $7,856-34.6% |