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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 | $9,690 | $155,555-93.8% | $146,866-93.4% | $155,188-93.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 23.10% | 115.41%-92.3pp | 102.85%-79.8pp | 148.84%-125.7pp |
| Employer contribution / active EE | $1,023 | $4,647-78.0% | $4,425-76.9% | $4,248-75.9% |
| Participant deferral / active EE | $3,302 | $8,044-59.0% | $7,759-57.4% | $6,531-49.4% |
| Admin fee / account holder | $775 | $14,755-94.7% | $13,620-94.3% | $14,480-94.6% |