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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 | $142,972-74.5% | $214,702-83.0% | $86,983-58.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 20.10% | 18.49%+1.6pp | 54.55%-34.5pp | 25.83%-5.7pp |
| Employer contribution / active EE | $2,845 | $4,635-38.6% | $6,461-56.0% | $2,584+10.1% |
| Participant deferral / active EE | $3,928 | $6,568-40.2% | $9,147-57.1% | $4,194-6.3% |
| Admin fee / account holder | $372 | $17,617-97.9% | $19,830-98.1% | $7,856-95.3% |