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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 | $13,575 | $97,020-86.0% | $83,327-83.7% | $135,380-90.0% |
| Participation rate | 90.9% | 80.4%+10.5pp | 77.8%+13.1pp | 82.6%+8.3pp |
| Annual return | 7.90% | 12.31%-4.4pp | 10.64%-2.7pp | 519.81%-511.9pp |
| Employer contribution / active EE | $1,978 | $4,144-52.3% | $3,379-41.5% | $4,779-58.6% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $772 | $8,426-90.8% | $7,540-89.8% | $10,828-92.9% |