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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 | $16,936 | $58,493-71.0% | $84,021-79.8% | $72,975-76.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 21.98% | 28.93%-6.9pp | 71.32%-49.3pp | 81.01%-59.0pp |
| Employer contribution / active EE | $2,195 | $1,163+88.7% | $1,984+10.7% | $2,440-10.0% |
| Participant deferral / active EE | $4,498 | $2,394+87.9% | $3,239+38.9% | $3,608+24.7% |
| Admin fee / account holder | $1,040 | $4,569-77.2% | $6,102-83.0% | $5,124-79.7% |