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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 | $26,953 | $153,769-82.5% | $133,975-79.9% | $273,972-90.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.08% | 36.51%-28.4pp | 29.29%-21.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,400 | $6,029-76.8% | $5,211-73.1% | $4,869-71.2% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,294 | $11,765-72.0% | $9,324-64.7% | $10,133-67.5% |