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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 | $21,505 | $106,864-79.9% | $147,318-85.4% | $82,637-74.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.33% | 27.49%-3.2pp | 70.43%-46.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $1,097 | $3,417-67.9% | $4,593-76.1% | $2,552-57.0% |
| Participant deferral / active EE | $3,784 | $6,496-41.7% | $7,906-52.1% | $4,126-8.3% |
| Admin fee / account holder | $364 | $8,415-95.7% | $13,708-97.3% | $7,339-95.0% |