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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 | $9,625 | $158,827-93.9% | $121,208-92.1% | $135,382-92.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 10.08% | -0.64%+10.7pp | 16.93%-6.9pp | 519.77%-509.7pp |
| Employer contribution / active EE | $3,065 | $5,666-45.9% | $4,023-23.8% | $4,779-35.9% |
| Participant deferral / active EE | $6,490 | $4,006+62.0% | $3,345+94.0% | $5,609+15.7% |
| Admin fee / account holder | $4,445 | $6,514-31.8% | $5,020-11.5% | $10,829-59.0% |