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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 | $8,497 | $127,387-93.3% | $115,038-92.6% | $125,389-93.2% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | 7.18% | 31.28%-24.1pp | 26.14%-19.0pp | 282.24%-275.1pp |
| Employer contribution / active EE | $1,200 | $5,166-76.8% | $4,608-74.0% | $4,866-75.3% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,458 | $9,516-84.7% | $8,175-82.2% | $9,541-84.7% |