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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 | $162,967-89.9% | $135,792-87.9% | $138,895-88.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 17.29% | 30.08%-12.8pp | 25.96%-8.7pp | 145.39%-128.1pp |
| Employer contribution / active EE | $1,579 | $4,211-62.5% | $3,496-54.8% | $4,194-62.4% |
| Participant deferral / active EE | $3,699 | $5,640-34.4% | $4,759-22.3% | $6,396-42.2% |
| Admin fee / account holder | $1,754 | $15,306-88.5% | $12,266-85.7% | $12,562-86.0% |