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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 | $20,588 | $167,522-87.7% | $151,639-86.4% | $134,532-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.13% | 7.81%-6.7pp | 3.34%-2.2pp | 418.27%-417.1pp |
| Employer contribution / active EE | $2,353 | $6,828-65.5% | $6,165-61.8% | $4,741-50.4% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $359 | $13,780-97.4% | $11,613-96.9% | $11,429-96.9% |