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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 | $37,338 | $534,210-93.0% | $589,148-93.7% | $534,210-93.0% |
| Participation rate | 100.0% | 89.6%+10.4pp | 78.9%+21.1pp | 89.6%+10.4pp |
| Annual return | 32.95% | 10.40%+22.6pp | 4.37%+28.6pp | 10.40%+22.6pp |
| Employer contribution / active EE | $3,000 | $19,440-84.6% | $34,823-91.4% | $19,440-84.6% |
| Participant deferral / active EE | $9,153 | $11,136-17.8% | $7,344+24.6% | $11,136-17.8% |
| Admin fee / account holder | $669 | $14,821-95.5% | $16,101-95.8% | $14,821-95.5% |