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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 | $3,533 | $110,337-96.8% | $102,383-96.5% | $145,877-97.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 22.98% | 24.83%-1.9pp | 24.94%-2.0pp | 551.28%-528.3pp |
| Employer contribution / active EE | $1,911 | $4,216-54.7% | $3,870-50.6% | $4,663-59.0% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,142 | $9,750-88.3% | $8,391-86.4% | $13,402-91.5% |