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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 | $26,746 | $83,485-68.0% | $125,192-78.6% | $72,975-63.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 34.11% | 25.77%+8.3pp | 43.79%-9.7pp | 81.01%-46.9pp |
| Employer contribution / active EE | $3,276 | $2,346+39.7% | $3,866-15.3% | $2,440+34.3% |
| Participant deferral / active EE | $3,101 | $3,586-13.5% | $4,937-37.2% | $3,608-14.0% |
| Admin fee / account holder | $2,268 | $5,518-58.9% | $9,704-76.6% | $5,124-55.7% |