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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 | $9,366 | $117,433-92.0% | $99,475-90.6% | $152,897-93.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 35.17% | 31.87%+3.3pp | 30.72%+4.4pp | 345.43%-310.3pp |
| Employer contribution / active EE | $1,598 | $3,013-47.0% | $2,540-37.1% | $4,764-66.5% |
| Participant deferral / active EE | $2,837 | $4,086-30.6% | $3,619-21.6% | $5,851-51.5% |
| Admin fee / account holder | $1,076 | $7,634-85.9% | $6,252-82.8% | $11,599-90.7% |