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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 | $6,810 | $208,088-96.7% | $186,193-96.3% | $154,746-95.6% |
| Participation rate | 80.0% | 80.0%0pp | 77.1%+2.9pp | 80.7%-0.7pp |
| Annual return | 10.56% | 89.97%-79.4pp | 78.03%-67.5pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,101 | $4,340-74.6% | $3,918-71.9% | $4,379-74.9% |
| Participant deferral / active EE | $3,900 | $7,078-44.9% | $6,513-40.1% | $6,730-42.1% |
| Admin fee / account holder | $292,732 | $11,698+2402.3% | $11,058+2547.3% | $14,365+1937.8% |