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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 | $16,678 | $135,956-87.7% | $123,894-86.5% | $273,972-93.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.33% | 56.63%-51.3pp | 47.52%-42.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,782 | $5,170-65.5% | $4,617-61.4% | $4,869-63.4% |
| Participant deferral / active EE | $3,410 | $6,343-46.2% | $5,984-43.0% | $5,287-35.5% |
| Admin fee / account holder | $968 | $9,817-90.1% | $8,357-88.4% | $10,133-90.4% |