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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 | $16,488 | $185,141-91.1% | $153,416-89.3% | $155,188-89.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 17.29% | 18.72%-1.4pp | 17.84%-0.6pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,579 | $4,489-64.8% | $3,764-58.1% | $4,248-62.8% |
| Participant deferral / active EE | $3,699 | $5,477-32.5% | $4,723-21.7% | $6,531-43.4% |
| Admin fee / account holder | $1,754 | $16,005-89.0% | $13,095-86.6% | $14,480-87.9% |