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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 | $25,016 | $153,769-83.7% | $133,975-81.3% | $273,972-90.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 15.15% | 36.51%-21.4pp | 29.29%-14.1pp | 41.46%-26.3pp |
| Employer contribution / active EE | $1,920 | $6,029-68.2% | $5,211-63.2% | $4,869-60.6% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,460 | $11,765-70.6% | $9,324-62.9% | $10,133-65.9% |