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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 | $54,285 | $38,077+42.6% | $143,222-62.1% | $317,036-82.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 57.6%+42.4pp | 13.0%+87.0pp |
| Annual return | 21.76% | 8.86%+12.9pp | 8.97%+12.8pp | 13.59%+8.2pp |
| Employer contribution / active EE | $3,533 | $8,919-60.4% | $37,026-90.5% | $14,592-75.8% |
| Participant deferral / active EE | $4,723 | $774+510.5% | $1,023+361.8% | $67+6957.4% |
| Admin fee / account holder | $1,787 | $2,716-34.2% | $2,546-29.8% | $29,657-94.0% |