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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 | $21,328 | $201,344-89.4% | $184,243-88.4% | $145,877-85.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 27.13% | 29.01%-1.9pp | 28.82%-1.7pp | 551.28%-524.2pp |
| Employer contribution / active EE | $2,311 | $7,022-67.1% | $6,427-64.0% | $4,663-50.4% |
| Participant deferral / active EE | $7,579 | $9,807-22.7% | $9,132-17.0% | $6,691+13.3% |
| Admin fee / account holder | $450 | $16,382-97.3% | $13,914-96.8% | $13,402-96.6% |