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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 | $36,576 | $146,267-75.0% | $197,124-81.4% | $82,448-55.6% |
| Participation rate | 98.8% | 84.0%+14.8pp | 86.7%+12.1pp | 68.1%+30.8pp |
| Annual return | 33.05% | 29.61%+3.4pp | 44.34%-11.3pp | 41.64%-8.6pp |
| Employer contribution / active EE | $1,966 | $4,723-58.4% | $6,227-68.4% | $2,551-22.9% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,021 | $14,422-92.9% | $16,298-93.7% | $7,234-85.9% |