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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 | $20,581 | $199,109-89.7% | $173,730-88.2% | $154,746-86.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 18.24% | 20.02%-1.8pp | 19.96%-1.7pp | 172.34%-154.1pp |
| Employer contribution / active EE | $3,876 | $5,311-27.0% | $4,577-15.3% | $4,379-11.5% |
| Participant deferral / active EE | $7,352 | $7,113+3.4% | $6,326+16.2% | $6,730+9.2% |
| Admin fee / account holder | $1,548 | $20,916-92.6% | $17,523-91.2% | $14,365-89.2% |