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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 | $21,098 | $223,823-90.6% | $211,142-90.0% | $154,746-86.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.26% | 50.39%-29.1pp | 46.84%-25.6pp | 172.34%-151.1pp |
| Employer contribution / active EE | $2,900 | $6,787-57.3% | $6,442-55.0% | $4,379-33.8% |
| Participant deferral / active EE | $5,368 | $9,750-45.0% | $9,284-42.2% | $6,730-20.2% |
| Admin fee / account holder | $1,661 | $19,707-91.6% | $19,076-91.3% | $14,365-88.4% |