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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 | $39,721 | $36,488+8.9% | $110,792-64.1% | $105,125-62.2% |
| Participation rate | 97.8% | 56.3%+41.5pp | 58.3%+39.5pp | 14.6%+83.2pp |
| Annual return | 2.66% | 1.95%+0.7pp | -0.33%+3.0pp | 10.56%-7.9pp |
| Employer contribution / active EE | $3,582 | $13,608-73.7% | $25,782-86.1% | $13,643-73.7% |
| Participant deferral / active EE | $5,116 | $838+510.6% | $928+451.5% | $62+8134.9% |
| Admin fee / account holder | $3,299 | $1,270+159.8% | $1,824+80.8% | $3,354-1.6% |