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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 | $18,466 | $72,273-74.4% | $101,275-81.8% | $79,856-76.9% |
| Participation rate | 89.7% | 68.5%+21.3pp | 75.8%+13.9pp | 69.6%+20.1pp |
| Annual return | 32.61% | 22.30%+10.3pp | 46.48%-13.9pp | 31.71%+0.9pp |
| Employer contribution / active EE | $5,072 | $2,691+88.5% | $3,660+38.6% | $2,471+105.2% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $744 | $4,401-83.1% | $5,948-87.5% | $5,306-86.0% |