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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 | $24,279 | $177,156-86.3% | $147,027-83.5% | $154,746-84.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 14.70% | 21.94%-7.2pp | 20.23%-5.5pp | 172.34%-157.6pp |
| Employer contribution / active EE | $3,273 | $4,336-24.5% | $3,626-9.7% | $4,379-25.3% |
| Participant deferral / active EE | $1,557 | $5,797-73.1% | $4,933-68.4% | $6,730-76.9% |
| Admin fee / account holder | $3,538 | $14,904-76.3% | $12,223-71.1% | $14,365-75.4% |