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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 | $17,522 | $95,453-81.6% | $112,040-84.4% | $82,448-78.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 60.39% | 23.92%+36.5pp | 24.52%+35.9pp | 41.64%+18.8pp |
| Employer contribution / active EE | $2,173 | $2,318-6.2% | $2,954-26.4% | $2,551-14.8% |
| Participant deferral / active EE | $3,821 | $4,224-9.5% | $5,098-25.0% | $4,139-7.7% |
| Admin fee / account holder | $1,224 | $9,013-86.4% | $12,098-89.9% | $7,234-83.1% |