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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 | $13,355 | $76,551-82.6% | $123,894-89.2% | $62,881-78.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.16% | 18.68%-11.5pp | 47.52%-40.4pp | 20.14%-13.0pp |
| Employer contribution / active EE | $3,072 | $2,882+6.6% | $4,617-33.5% | $2,281+34.7% |
| Participant deferral / active EE | $3,109 | $4,840-35.8% | $5,984-48.1% | $3,203-2.9% |
| Admin fee / account holder | $1,229 | $4,826-74.5% | $8,357-85.3% | $4,296-71.4% |