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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 | $29,303 | $152,074-80.7% | $137,474-78.7% | $198,609-85.2% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 20.31% | 10.68%+9.6pp | 11.53%+8.8pp | 202.70%-182.4pp |
| Employer contribution / active EE | $2,574 | $5,444-52.7% | $5,048-49.0% | $5,055-49.1% |
| Participant deferral / active EE | $5,922 | $6,522-9.2% | $6,155-3.8% | $6,977-15.1% |
| Admin fee / account holder | $497 | $11,950-95.8% | $10,602-95.3% | $19,030-97.4% |