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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 | $11,646 | $93,064-87.5% | $74,577-84.4% | $273,972-95.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.60% | 26.18%-21.6pp | 20.47%-15.9pp | 41.46%-36.9pp |
| Employer contribution / active EE | $4,142 | $3,160+31.1% | $2,525+64.0% | $4,869-14.9% |
| Participant deferral / active EE | $513 | $4,160-87.7% | $3,458-85.2% | $5,287-90.3% |
| Admin fee / account holder | $1,814 | $5,273-65.6% | $4,138-56.2% | $10,133-82.1% |