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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 | $48,808 | $275,752-82.3% | $256,809-81.0% | $198,609-75.4% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 9.38% | 34.81%-25.4pp | 32.73%-23.4pp | 202.70%-193.3pp |
| Employer contribution / active EE | $4,644 | $7,721-39.9% | $7,263-36.1% | $5,055-8.1% |
| Participant deferral / active EE | $5,034 | $10,037-49.8% | $9,520-47.1% | $6,977-27.8% |
| Admin fee / account holder | $6,214 | $25,716-75.8% | $25,146-75.3% | $19,030-67.3% |