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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 | $25,505 | $87,834-71.0% | $133,975-81.0% | $62,881-59.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 8.35% | 12.05%-3.7pp | 29.29%-20.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,704 | $3,482-51.1% | $5,211-67.3% | $2,281-25.3% |
| Participant deferral / active EE | $2,570 | $4,812-46.6% | $6,282-59.1% | $3,203-19.7% |
| Admin fee / account holder | $2,030 | $5,372-62.2% | $9,324-78.2% | $4,296-52.7% |