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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 | $38,342 | $138,393-72.3% | $184,256-79.2% | $80,959-52.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 16.05% | 20.01%-4.0pp | 28.85%-12.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,620 | $4,847-66.6% | $6,427-74.8% | $2,757-41.3% |
| Participant deferral / active EE | $3,515 | $7,076-50.3% | $9,133-61.5% | $4,300-18.3% |
| Admin fee / account holder | $1,438 | $10,489-86.3% | $13,899-89.7% | $6,925-79.2% |