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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 | $16,575 | $153,311-89.2% | $109,313-84.8% | $273,972-94.0% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.11% | 29.86%-24.7pp | 22.07%-17.0pp | 41.46%-36.3pp |
| Employer contribution / active EE | $771 | $5,619-86.3% | $3,892-80.2% | $4,869-84.2% |
| Participant deferral / active EE | $771 | $3,932-80.4% | $3,166-75.7% | $5,287-85.4% |
| Admin fee / account holder | $1,085 | $8,076-86.6% | $5,666-80.8% | $10,133-89.3% |