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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 | $7,880 | $182,442-95.7% | $163,379-95.2% | $138,895-94.3% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 21.30% | 72.74%-51.4pp | 63.41%-42.1pp | 145.39%-124.1pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,066 | $6,817-69.7% | $6,282-67.1% | $6,396-67.7% |
| Admin fee / account holder | $397 | $10,396-96.2% | $9,818-96.0% | $12,562-96.8% |