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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 | $10,384 | $127,273-91.8% | $109,895-90.6% | $167,518-93.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 8.86% | 22.97%-14.1pp | 29.46%-20.6pp | 478.71%-469.8pp |
| Employer contribution / active EE | $6,791 | $3,324+104.3% | $2,843+138.8% | $4,838+40.4% |
| Participant deferral / active EE | $6,167 | $4,515+36.6% | $4,049+52.3% | $6,342-2.8% |
| Admin fee / account holder | $388 | $7,117-94.6% | $6,067-93.6% | $12,312-96.9% |