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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 | $16,413 | $201,344-91.8% | $184,243-91.1% | $145,877-88.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.98% | 29.01%-11.0pp | 28.82%-10.8pp | 551.28%-533.3pp |
| Employer contribution / active EE | $1,876 | $7,022-73.3% | $6,427-70.8% | $4,663-59.8% |
| Participant deferral / active EE | $3,752 | $9,807-61.7% | $9,132-58.9% | $6,691-43.9% |
| Admin fee / account holder | $7,441 | $16,382-54.6% | $13,914-46.5% | $13,402-44.5% |