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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 | $22,854 | $101,795-77.5% | $165,100-86.2% | $80,959-71.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 11.03% | 16.73%-5.7pp | 70.21%-59.2pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,551 | $2,954-13.6% | $4,348-41.3% | $2,757-7.5% |
| Participant deferral / active EE | $5,085 | $4,476+13.6% | $6,035-15.8% | $4,300+18.2% |
| Admin fee / account holder | $442 | $8,221-94.6% | $12,696-96.5% | $6,925-93.6% |