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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 | $138,366-78.0% | $184,185-83.5% | $80,911-62.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 21.48% | 20.02%+1.5pp | 28.81%-7.3pp | 35.63%-14.1pp |
| Employer contribution / active EE | $4,093 | $4,849-15.6% | $6,426-36.3% | $2,756+48.5% |
| Participant deferral / active EE | $7,354 | $7,074+4.0% | $9,132-19.5% | $4,297+71.1% |
| Admin fee / account holder | $1,619 | $10,484-84.6% | $13,909-88.4% | $6,935-76.7% |