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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 | $109,791 | $220,997-50.3% | $154,472-28.9% | $220,997-50.3% |
| Participation rate | 100.0% | 93.2%+6.8pp | 99.5%+0.5pp | 93.2%+6.8pp |
| Annual return | 16.38% | 7.75%+8.6pp | 13.65%+2.7pp | 7.75%+8.6pp |
| Employer contribution / active EE | $5,626 | $18,615-69.8% | $4,756+18.3% | $18,615-69.8% |
| Participant deferral / active EE | $3,376 | $9,671-65.1% | $8,120-58.4% | $9,671-65.1% |
| Admin fee / account holder | $1,536 | $66,349-97.7% | $1,396+10.0% | $66,349-97.7% |