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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 | $12,007 | $181,896-93.4% | $156,551-92.3% | $273,972-95.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.64% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $6,639 | $6,248+6.3% | $5,501+20.7% | $4,869+36.4% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $552 | $15,560-96.5% | $13,028-95.8% | $10,133-94.6% |