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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 | $16,370 | $140,578-88.4% | $100,671-83.7% | $125,389-86.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 2.83% | 24.67%-21.8pp | 20.43%-17.6pp | 282.24%-279.4pp |
| Employer contribution / active EE | $778 | $5,965-87.0% | $4,012-80.6% | $4,866-84.0% |
| Participant deferral / active EE | $856 | $3,981-78.5% | $3,144-72.8% | $5,352-84.0% |
| Admin fee / account holder | $4,639 | $6,716-30.9% | $4,850-4.4% | $9,541-51.4% |