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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 | $8,454 | $90,486-90.7% | $78,676-89.3% | $273,972-96.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.66% | 75.62%-65.0pp | 62.19%-51.5pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,364 | $3,175-57.1% | $2,850-52.2% | $4,869-72.0% |
| Participant deferral / active EE | $1,627 | $3,901-58.3% | $3,517-53.7% | $5,287-69.2% |
| Admin fee / account holder | $438 | $5,263-91.7% | $4,510-90.3% | $10,133-95.7% |