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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 | $7,194 | $254,759-97.2% | $216,567-96.7% | $198,609-96.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 6.96% | 10.04%-3.1pp | 12.94%-6.0pp | 202.70%-195.7pp |
| Employer contribution / active EE | $1,941 | $6,096-68.2% | $5,216-62.8% | $5,055-61.6% |
| Participant deferral / active EE | $8,240 | $6,948+18.6% | $6,191+33.1% | $6,977+18.1% |
| Admin fee / account holder | $12,917 | $26,311-50.9% | $21,981-41.2% | $19,030-32.1% |