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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 | $13,372 | $153,311-91.3% | $109,313-87.8% | $273,972-95.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 6.77% | 29.86%-23.1pp | 22.07%-15.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,716 | $5,619-69.5% | $3,892-55.9% | $4,869-64.8% |
| Participant deferral / active EE | $1,092 | $3,932-72.2% | $3,166-65.5% | $5,287-79.3% |
| Admin fee / account holder | $358 | $8,076-95.6% | $5,666-93.7% | $10,133-96.5% |