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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 | $10,882 | $96,558-88.7% | $80,977-86.6% | $273,972-96.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 13.04% | 15.14%-2.1pp | 17.11%-4.1pp | 41.46%-28.4pp |
| Employer contribution / active EE | $0 | $4,869-100.0% | $3,715-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $5,109 | $6,598-22.6% | $5,696-10.3% | $5,287-3.4% |
| Admin fee / account holder | $504 | $7,493-93.3% | $5,517-90.9% | $10,133-95.0% |