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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 | $6,271 | $45,152-86.1% | $73,835-91.5% | $59,633-89.5% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | 9.88% | 27.40%-17.5pp | 2268.13%-2258.2pp | 2041.40%-2031.5pp |
| Employer contribution / active EE | $1,151 | $1,901-39.5% | $2,788-58.7% | $2,203-47.7% |
| Participant deferral / active EE | $1,296 | $2,573-49.6% | $3,583-63.8% | $3,192-59.4% |
| Admin fee / account holder | $1,810 | $3,515-48.5% | $4,880-62.9% | $4,297-57.9% |