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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 | $201,344-89.3% | $184,243-88.3% | $145,877-85.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 35.75% | 29.01%+6.7pp | 28.82%+6.9pp | 551.28%-515.5pp |
| Employer contribution / active EE | $4,711 | $7,022-32.9% | $6,427-26.7% | $4,663+1.0% |
| Participant deferral / active EE | $6,985 | $9,807-28.8% | $9,132-23.5% | $6,691+4.4% |
| Admin fee / account holder | $1,224 | $16,382-92.5% | $13,914-91.2% | $13,402-90.9% |