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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 | $10,075 | $158,852-93.7% | $121,220-91.7% | $135,379-92.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | 8.72% | -0.64%+9.4pp | 16.94%-8.2pp | 519.79%-511.1pp |
| Employer contribution / active EE | $607 | $5,666-89.3% | $4,023-84.9% | $4,779-87.3% |
| Participant deferral / active EE | $655 | $4,006-83.6% | $3,345-80.4% | $5,609-88.3% |
| Admin fee / account holder | $604 | $6,515-90.7% | $5,021-88.0% | $10,828-94.4% |