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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 | $11,087 | $106,280-89.6% | $96,538-88.5% | $139,487-92.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.32% | 38.48%-22.2pp | 35.74%-19.4pp | 373.84%-357.5pp |
| Employer contribution / active EE | $1,443 | $4,107-64.9% | $3,740-61.4% | $4,755-69.7% |
| Participant deferral / active EE | $4,489 | $5,457-17.7% | $4,880-8.0% | $6,713-33.1% |
| Admin fee / account holder | $3,047 | $7,888-61.4% | $6,737-54.8% | $11,407-73.3% |