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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 | $6,646 | $181,896-96.3% | $156,551-95.8% | $273,972-97.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 4.42% | 30.74%-26.3pp | 32.23%-27.8pp | 41.46%-37.0pp |
| Employer contribution / active EE | $1,836 | $6,248-70.6% | $5,501-66.6% | $4,869-62.3% |
| Participant deferral / active EE | $3,552 | $5,550-36.0% | $4,871-27.1% | $5,287-32.8% |
| Admin fee / account holder | $7,511 | $15,560-51.7% | $13,028-42.3% | $10,133-25.9% |