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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 | $27,849 | $181,896-84.7% | $156,551-82.2% | $273,972-89.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 16.12% | 30.74%-14.6pp | 32.23%-16.1pp | 41.46%-25.3pp |
| Employer contribution / active EE | $2,217 | $6,248-64.5% | $5,501-59.7% | $4,869-54.5% |
| Participant deferral / active EE | $5,996 | $5,550+8.0% | $4,871+23.1% | $5,287+13.4% |
| Admin fee / account holder | $1,011 | $15,560-93.5% | $13,028-92.2% | $10,133-90.0% |