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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 | $15,921 | $181,896-91.2% | $156,551-89.8% | $273,972-94.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.88% | 30.74%-21.9pp | 32.23%-23.3pp | 41.46%-32.6pp |
| Employer contribution / active EE | $2,092 | $6,248-66.5% | $5,501-62.0% | $4,869-57.0% |
| Participant deferral / active EE | $2,952 | $5,550-46.8% | $4,871-39.4% | $5,287-44.2% |
| Admin fee / account holder | $1,575 | $15,560-89.9% | $13,028-87.9% | $10,133-84.5% |