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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 | $156,398-93.8% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 23.10% | 78.75%-55.6pp | 70.43%-47.3pp | 145.39%-122.3pp |
| Employer contribution / active EE | $1,023 | $4,853-78.9% | $4,593-77.7% | $4,194-75.6% |
| Participant deferral / active EE | $3,302 | $8,237-59.9% | $7,906-58.2% | $6,396-48.4% |
| Admin fee / account holder | $775 | $14,976-94.8% | $13,708-94.3% | $12,562-93.8% |