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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 | $13,135 | $124,213-89.4% | $118,106-88.9% | $154,746-91.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 81.9%+18.1pp | 80.7%+19.3pp |
| Annual return | 10.87% | 18.29%-7.4pp | 19.44%-8.6pp | 172.34%-161.5pp |
| Employer contribution / active EE | $5,675 | $4,905+15.7% | $4,698+20.8% | $4,379+29.6% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $6,619-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,714 | $9,627-82.2% | $8,973-80.9% | $14,365-88.1% |