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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 | $21,649 | $213,785-89.9% | $185,441-88.3% | $155,188-86.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 20.11% | 19.97%+0.1pp | 20.16%-0.1pp | 148.84%-128.7pp |
| Employer contribution / active EE | $1,980 | $5,393-63.3% | $4,672-57.6% | $4,248-53.4% |
| Participant deferral / active EE | $3,900 | $6,864-43.2% | $6,152-36.6% | $6,531-40.3% |
| Admin fee / account holder | $2,136 | $21,134-89.9% | $17,890-88.1% | $14,480-85.2% |