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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 | $14,925 | $185,312-91.9% | $161,489-90.8% | $154,746-90.4% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.25% | 103.84%-90.6pp | 89.72%-76.5pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,372 | $4,769-71.2% | $4,268-67.9% | $4,379-68.7% |
| Participant deferral / active EE | $2,191 | $6,350-65.5% | $5,630-61.1% | $6,730-67.4% |
| Admin fee / account holder | $2,800 | $18,654-85.0% | $16,006-82.5% | $14,365-80.5% |