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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 | $8,350 | $96,558-91.4% | $80,977-89.7% | $273,972-97.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.97% | 15.14%-10.2pp | 17.11%-12.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $701 | $4,869-85.6% | $3,715-81.1% | $4,869-85.6% |
| Participant deferral / active EE | $0 | $6,598-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,047 | $7,493-86.0% | $5,517-81.0% | $10,133-89.7% |