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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 | $22,690 | $152,074-85.1% | $137,474-83.5% | $198,609-88.6% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 11.64% | 10.68%+1.0pp | 11.53%+0.1pp | 202.70%-191.1pp |
| Employer contribution / active EE | $2,925 | $5,444-46.3% | $5,048-42.1% | $5,055-42.1% |
| Participant deferral / active EE | $3,021 | $6,522-53.7% | $6,155-50.9% | $6,977-56.7% |
| Admin fee / account holder | $11,640 | $11,950-2.6% | $10,602+9.8% | $19,030-38.8% |