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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 | $18,221 | $123,000-85.2% | $105,582-82.7% | $198,609-90.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 14.09% | 18.31%-4.2pp | 18.61%-4.5pp | 202.70%-188.6pp |
| Employer contribution / active EE | $2,777 | $3,582-22.5% | $2,984-6.9% | $5,055-45.1% |
| Participant deferral / active EE | $5,260 | $5,013+4.9% | $4,353+20.8% | $6,977-24.6% |
| Admin fee / account holder | $21,750 | $16,254+33.8% | $12,856+69.2% | $19,030+14.3% |