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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 | $8,337 | $106,280-92.2% | $96,538-91.4% | $139,487-94.0% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 0.00% | 38.48%-38.5pp | 35.74%-35.7pp | 373.84%-373.8pp |
| Employer contribution / active EE | $1,679 | $4,107-59.1% | $3,740-55.1% | $4,755-64.7% |
| Participant deferral / active EE | $6,270 | $5,457+14.9% | $4,880+28.5% | $6,713-6.6% |
| Admin fee / account holder | $330 | $7,888-95.8% | $6,737-95.1% | $11,407-97.1% |