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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 | $10,474 | $135,956-92.3% | $123,894-91.5% | $273,972-96.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.88% | 56.63%-52.7pp | 47.52%-43.6pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,510 | $5,170-70.8% | $4,617-67.3% | $4,869-69.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $637 | $9,817-93.5% | $8,357-92.4% | $10,133-93.7% |