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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 | $16,807 | $76,551-78.0% | $123,894-86.4% | $62,881-73.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 14.79% | 18.68%-3.9pp | 47.52%-32.7pp | 20.14%-5.4pp |
| Employer contribution / active EE | $4,228 | $2,882+46.7% | $4,617-8.4% | $2,281+85.3% |
| Participant deferral / active EE | $3,618 | $4,840-25.2% | $5,984-39.5% | $3,203+13.0% |
| Admin fee / account holder | $3,836 | $4,826-20.5% | $8,357-54.1% | $4,296-10.7% |