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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 | $10,475 | $117,829-91.1% | $102,423-89.8% | $145,877-92.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.61% | 31.83%-17.2pp | 29.42%-14.8pp | 551.28%-536.7pp |
| Employer contribution / active EE | $1,137 | $3,615-68.5% | $3,023-62.4% | $4,663-75.6% |
| Participant deferral / active EE | $2,179 | $5,732-62.0% | $5,054-56.9% | $6,691-67.4% |
| Admin fee / account holder | $399 | $13,335-97.0% | $9,455-95.8% | $13,402-97.0% |