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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 | $86,940-75.2% | $102,434-79.0% | $80,935-73.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 11.42% | 18.89%-7.5pp | 29.46%-18.0pp | 35.66%-24.2pp |
| Employer contribution / active EE | $2,088 | $2,370-11.9% | $3,023-30.9% | $2,757-24.3% |
| Participant deferral / active EE | $3,697 | $4,121-10.3% | $5,055-26.9% | $4,299-14.0% |
| Admin fee / account holder | $335 | $8,047-95.8% | $9,462-96.5% | $6,924-95.2% |