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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 | $44,212 | $254,759-82.6% | $216,567-79.6% | $198,609-77.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 81.6%-1.6pp | 82.4%-2.4pp |
| Annual return | 6.98% | 10.04%-3.1pp | 12.94%-6.0pp | 202.70%-195.7pp |
| Employer contribution / active EE | $15,580 | $6,096+155.6% | $5,216+198.7% | $5,055+208.2% |
| Participant deferral / active EE | $8,933 | $6,948+28.6% | $6,191+44.3% | $6,977+28.0% |
| Admin fee / account holder | $336 | $26,311-98.7% | $21,981-98.5% | $19,030-98.2% |