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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 | $7,776 | $167,353-95.4% | $143,797-94.6% | $134,545-94.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 12.54% | 0.48%+12.1pp | -0.04%+12.6pp | 418.37%-405.8pp |
| Employer contribution / active EE | $5,282 | $5,620-6.0% | $4,952+6.7% | $4,742+11.4% |
| Participant deferral / active EE | $7,802 | $6,447+21.0% | $5,638+38.4% | $6,401+21.9% |
| Admin fee / account holder | $228,929 | $18,096+1165.1% | $14,679+1459.6% | $11,431+1902.8% |