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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 | $28,275 | $87,834-67.8% | $133,975-78.9% | $62,881-55.0% |
| Participation rate | 98.8% | 83.4%+15.4pp | 87.1%+11.7pp | 69.3%+29.4pp |
| Annual return | 16.93% | 12.05%+4.9pp | 29.29%-12.4pp | 20.14%-3.2pp |
| Employer contribution / active EE | $2,664 | $3,482-23.5% | $5,211-48.9% | $2,281+16.8% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,618 | $5,372-69.9% | $9,324-82.6% | $4,296-62.3% |