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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 | $145,431-74.9% | $211,142-82.7% | $87,485-58.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 20.10% | 27.21%-7.1pp | 46.84%-26.7pp | 26.06%-6.0pp |
| Employer contribution / active EE | $2,845 | $4,662-39.0% | $6,442-55.8% | $2,596+9.6% |
| Participant deferral / active EE | $3,928 | $6,859-42.7% | $9,284-57.7% | $4,274-8.1% |
| Admin fee / account holder | $372 | $17,052-97.8% | $19,076-98.0% | $7,775-95.2% |