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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 | $12,060 | $220,997-94.5% | $12,0600% | $220,997-94.5% |
| Participation rate | 100.0% | 93.2%+6.8pp | 100.0%0pp | 93.2%+6.8pp |
| Annual return | 9.11% | 7.75%+1.4pp | 9.11%0pp | 7.75%+1.4pp |
| Employer contribution / active EE | $1,183 | $18,615-93.6% | $1,1830% | $18,615-93.6% |
| Participant deferral / active EE | $1,183 | $9,671-87.8% | $1,1830% | $9,671-87.8% |
| Admin fee / account holder | $8,928 | $66,349-86.5% | $8,9280% | $66,349-86.5% |