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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 | $17,843 | $73,955-75.9% | $96,520-81.5% | $75,181-76.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.84% | 26.72%-11.9pp | 35.72%-20.9pp | 160.69%-145.8pp |
| Employer contribution / active EE | $2,646 | $2,930-9.7% | $3,739-29.2% | $2,671-0.9% |
| Participant deferral / active EE | $1,631 | $3,659-55.4% | $4,879-66.6% | $4,126-60.5% |
| Admin fee / account holder | $612 | $5,217-88.3% | $6,733-90.9% | $5,650-89.2% |