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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 | $26,549 | $181,896-85.4% | $156,551-83.0% | $273,972-90.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.90% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $2,141 | $6,248-65.7% | $5,501-61.1% | $4,869-56.0% |
| Participant deferral / active EE | $5,941 | $5,550+7.0% | $4,871+22.0% | $5,287+12.4% |
| Admin fee / account holder | $23,782 | $15,560+52.8% | $13,028+82.5% | $10,133+134.7% |