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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 | $6,178 | $103,000-94.0% | $90,300-93.2% | $152,885-96.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 18.15% | 95.19%-77.0pp | 78.11%-60.0pp | 345.39%-327.2pp |
| Employer contribution / active EE | $1,873 | $3,138-40.3% | $2,854-34.4% | $4,763-60.7% |
| Participant deferral / active EE | $2,325 | $4,281-45.7% | $3,884-40.1% | $5,851-60.3% |
| Admin fee / account holder | $1,869 | $6,173-69.7% | $5,353-65.1% | $11,598-83.9% |