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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 | $21,592 | $201,370-89.3% | $184,256-88.3% | $145,897-85.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.75% | 29.05%+6.7pp | 28.85%+6.9pp | 552.29%-516.5pp |
| Employer contribution / active EE | $4,711 | $7,024-32.9% | $6,427-26.7% | $4,663+1.0% |
| Participant deferral / active EE | $6,985 | $9,808-28.8% | $9,133-23.5% | $6,689+4.4% |
| Admin fee / account holder | $1,224 | $16,364-92.5% | $13,899-91.2% | $13,390-90.9% |