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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 | $19,719 | $70,418-72.0% | $96,570-79.6% | $85,847-77.0% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 19.29% | 18.59%+0.7pp | 37.79%-18.5pp | 318.61%-299.3pp |
| Employer contribution / active EE | $2,401 | $1,413+69.9% | $2,357+1.8% | $2,565-6.4% |
| Participant deferral / active EE | $3,085 | $2,894+6.6% | $3,849-19.8% | $3,952-21.9% |
| Admin fee / account holder | $1,182 | $4,995-76.3% | $6,182-80.9% | $6,261-81.1% |