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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 | $11,320 | $106,280-89.3% | $96,538-88.3% | $139,487-91.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 24.07% | 38.48%-14.4pp | 35.74%-11.7pp | 373.84%-349.8pp |
| Employer contribution / active EE | $1,433 | $4,107-65.1% | $3,740-61.7% | $4,755-69.9% |
| Participant deferral / active EE | $7,017 | $5,457+28.6% | $4,880+43.8% | $6,713+4.5% |
| Admin fee / account holder | $613 | $7,888-92.2% | $6,737-90.9% | $11,407-94.6% |