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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 | $14,113 | $135,956-89.6% | $123,894-88.6% | $273,972-94.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.29% | 56.63%-42.3pp | 47.52%-33.2pp | 41.46%-27.2pp |
| Employer contribution / active EE | $1,880 | $5,170-63.6% | $4,617-59.3% | $4,869-61.4% |
| Participant deferral / active EE | $2,628 | $6,343-58.6% | $5,984-56.1% | $5,287-50.3% |
| Admin fee / account holder | $1,010 | $9,817-89.7% | $8,357-87.9% | $10,133-90.0% |