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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 | $6,710 | $165,939-96.0% | $122,354-94.5% | $147,586-95.5% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 13.53% | 34.56%-21.0pp | 30.28%-16.8pp | 578.59%-565.1pp |
| Employer contribution / active EE | $1,615 | $5,754-71.9% | $4,051-60.1% | $4,876-66.9% |
| Participant deferral / active EE | $787 | $4,005-80.4% | $3,287-76.1% | $5,439-85.5% |
| Admin fee / account holder | $931 | $7,425-87.5% | $5,479-83.0% | $10,886-91.4% |