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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 | $36,490 | $146,267-75.1% | $197,124-81.5% | $82,448-55.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 20.10% | 29.61%-9.5pp | 44.34%-24.2pp | 41.64%-21.5pp |
| Employer contribution / active EE | $2,845 | $4,723-39.8% | $6,227-54.3% | $2,551+11.5% |
| Participant deferral / active EE | $3,928 | $7,035-44.2% | $9,135-57.0% | $4,139-5.1% |
| Admin fee / account holder | $372 | $14,422-97.4% | $16,298-97.7% | $7,234-94.9% |