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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 | $18,286 | $108,825-83.2% | $156,181-88.3% | $82,448-77.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 23.66% | 20.59%+3.1pp | 64.87%-41.2pp | 41.64%-18.0pp |
| Employer contribution / active EE | $2,636 | $2,870-8.1% | $4,294-38.6% | $2,551+3.3% |
| Participant deferral / active EE | $6,144 | $4,577+34.2% | $6,132+0.2% | $4,139+48.4% |
| Admin fee / account holder | $1,309 | $9,341-86.0% | $14,586-91.0% | $7,234-81.9% |