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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 | $199,109-89.1% | $173,730-87.5% | $154,746-86.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 20.11% | 20.02%+0.1pp | 19.96%+0.2pp | 172.34%-152.2pp |
| Employer contribution / active EE | $1,980 | $5,311-62.7% | $4,577-56.8% | $4,379-54.8% |
| Participant deferral / active EE | $3,900 | $7,113-45.2% | $6,326-38.4% | $6,730-42.1% |
| Admin fee / account holder | $2,136 | $20,916-89.8% | $17,523-87.8% | $14,365-85.1% |