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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 | $33,174 | $146,267-77.3% | $197,124-83.2% | $82,448-59.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 16.45% | 29.61%-13.2pp | 44.34%-27.9pp | 41.64%-25.2pp |
| Employer contribution / active EE | $2,509 | $4,723-46.9% | $6,227-59.7% | $2,551-1.6% |
| Participant deferral / active EE | $3,250 | $7,035-53.8% | $9,135-64.4% | $4,139-21.5% |
| Admin fee / account holder | $1,464 | $14,422-89.8% | $16,298-91.0% | $7,234-79.8% |