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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 | $16,868 | $103,966-83.8% | $112,923-85.1% | $75,177-77.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 21.90% | 24.54%-2.6pp | 34.13%-12.2pp | 160.75%-138.8pp |
| Employer contribution / active EE | $1,950 | $3,870-49.6% | $4,570-57.3% | $2,671-27.0% |
| Participant deferral / active EE | $2,917 | $5,456-46.5% | $6,520-55.3% | $4,126-29.3% |
| Admin fee / account holder | $1,642 | $7,663-78.6% | $7,046-76.7% | $5,651-70.9% |