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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 | $70,791 | $289,147-75.5% | $398,943-82.3% | $289,147-75.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 68.8%+31.2pp | 80.8%+19.2pp |
| Annual return | 19.04% | 12.61%+6.4pp | 12.10%+6.9pp | 12.61%+6.4pp |
| Employer contribution / active EE | $3,121 | $13,617-77.1% | $17,661-82.3% | $13,617-77.1% |
| Participant deferral / active EE | $7,942 | $5,372+47.8% | $1,610+393.3% | $5,372+47.8% |
| Admin fee / account holder | $372 | $23,026-98.4% | $1,706-78.2% | $23,026-98.4% |