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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 | $21,544 | $86,919-75.2% | $102,457-79.0% | $80,911-73.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 11.42% | 18.90%-7.5pp | 29.41%-18.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $2,088 | $2,368-11.8% | $3,022-30.9% | $2,756-24.2% |
| Participant deferral / active EE | $3,697 | $4,119-10.3% | $5,054-26.9% | $4,297-14.0% |
| Admin fee / account holder | $335 | $8,049-95.8% | $9,451-96.5% | $6,935-95.2% |