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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 | $142,972-74.4% | $214,702-83.0% | $86,983-58.0% |
| Participation rate | 98.8% | 84.9%+14.0pp | 87.5%+11.4pp | 69.5%+29.3pp |
| Annual return | 33.05% | 18.49%+14.6pp | 54.55%-21.5pp | 25.83%+7.2pp |
| Employer contribution / active EE | $1,966 | $4,635-57.6% | $6,461-69.6% | $2,584-23.9% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,021 | $17,617-94.2% | $19,830-94.9% | $7,856-87.0% |