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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 | $20,606 | $177,156-88.4% | $147,027-86.0% | $154,746-86.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.79% | 21.94%-9.1pp | 20.23%-7.4pp | 172.34%-159.5pp |
| Employer contribution / active EE | $2,500 | $4,336-42.3% | $3,626-31.1% | $4,379-42.9% |
| Participant deferral / active EE | $0 | $5,797-100.0% | $4,933-100.0% | $6,730-100.0% |
| Admin fee / account holder | $379 | $14,904-97.5% | $12,223-96.9% | $14,365-97.4% |