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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 | $9,375 | $110,337-91.5% | $102,383-90.8% | $145,877-93.6% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.5%+15.5pp | 80.3%+9.7pp |
| Annual return | 0.00% | 24.83%-24.8pp | 24.94%-24.9pp | 551.28%-551.3pp |
| Employer contribution / active EE | $3,045 | $4,216-27.8% | $3,870-21.3% | $4,663-34.7% |
| Participant deferral / active EE | $5,618 | $5,621-0.1% | $5,060+11.0% | $6,691-16.0% |
| Admin fee / account holder | $687 | $9,750-93.0% | $8,391-91.8% | $13,402-94.9% |