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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 | $7,443 | $199,109-96.3% | $173,730-95.7% | $154,746-95.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 34.13% | 20.02%+14.1pp | 19.96%+14.2pp | 172.34%-138.2pp |
| Employer contribution / active EE | $1,992 | $5,311-62.5% | $4,577-56.5% | $4,379-54.5% |
| Participant deferral / active EE | $2,833 | $7,113-60.2% | $6,326-55.2% | $6,730-57.9% |
| Admin fee / account holder | $1,092 | $20,916-94.8% | $17,523-93.8% | $14,365-92.4% |