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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 | $21,173 | $123,793-82.9% | $177,840-88.1% | $79,852-73.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 11.80% | 22.82%-11.0pp | 48.32%-36.5pp | 31.72%-19.9pp |
| Employer contribution / active EE | $2,597 | $4,095-36.6% | $5,919-56.1% | $2,471+5.1% |
| Participant deferral / active EE | $3,019 | $5,956-49.3% | $7,714-60.9% | $3,740-19.3% |
| Admin fee / account holder | $916 | $7,243-87.3% | $12,431-92.6% | $5,306-82.7% |