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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 | $22,666 | $98,776-77.1% | $149,745-84.9% | $79,856-71.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 14.26% | 27.38%-13.1pp | 276.72%-262.5pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,619 | $3,217-49.7% | $4,646-65.1% | $2,471-34.5% |
| Participant deferral / active EE | $4,713 | $5,681-17.1% | $6,843-31.1% | $3,741+26.0% |
| Admin fee / account holder | $3,078 | $6,053-49.1% | $9,312-66.9% | $5,306-42.0% |