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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 | $26,277 | $140,592-81.3% | $123,105-78.7% | $125,389-79.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -2.92% | 16.80%-19.7pp | 13.22%-16.1pp | 282.24%-285.2pp |
| Employer contribution / active EE | $6,905 | $6,041+14.3% | $5,151+34.1% | $4,866+41.9% |
| Participant deferral / active EE | $2,793 | $6,980-60.0% | $6,229-55.2% | $5,352-47.8% |
| Admin fee / account holder | $654 | $11,198-94.2% | $9,014-92.7% | $9,541-93.1% |