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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 | $9,068 | $106,247-91.5% | $96,515-90.6% | $139,466-93.5% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 0.00% | 38.47%-38.5pp | 35.73%-35.7pp | 373.66%-373.7pp |
| Employer contribution / active EE | $1,773 | $4,106-56.8% | $3,740-52.6% | $4,754-62.7% |
| Participant deferral / active EE | $5,664 | $5,456+3.8% | $4,880+16.1% | $6,712-15.6% |
| Admin fee / account holder | $918 | $7,885-88.4% | $6,735-86.4% | $11,409-92.0% |