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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 | $6,628 | $86,050-92.3% | $189,758-96.5% | $94,015-93.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 10.86% | 17.77%-6.9pp | 52.62%-41.8pp | 17.84%-7.0pp |
| Employer contribution / active EE | $1,651 | $2,819-41.4% | $4,767-65.4% | $2,790-40.8% |
| Participant deferral / active EE | $1,978 | $3,349-40.9% | $5,856-66.2% | $4,249-53.5% |
| Admin fee / account holder | $308 | $6,627-95.4% | $20,388-98.5% | $8,951-96.6% |