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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 | $30,465 | $138,393-78.0% | $184,256-83.5% | $80,959-62.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 21.48% | 20.01%+1.5pp | 28.85%-7.4pp | 35.67%-14.2pp |
| Employer contribution / active EE | $4,093 | $4,847-15.6% | $6,427-36.3% | $2,757+48.5% |
| Participant deferral / active EE | $7,354 | $7,076+3.9% | $9,133-19.5% | $4,300+71.0% |
| Admin fee / account holder | $1,619 | $10,489-84.6% | $13,899-88.4% | $6,925-76.6% |