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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 | $6,997 | $140,578-95.0% | $100,671-93.0% | $125,389-94.4% |
| Participation rate | 87.5% | 80.4%+7.1pp | 70.7%+16.8pp | 83.2%+4.3pp |
| Annual return | 0.97% | 24.67%-23.7pp | 20.43%-19.5pp | 282.24%-281.3pp |
| Employer contribution / active EE | $563 | $5,965-90.6% | $4,012-86.0% | $4,866-88.4% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $1,433 | $6,716-78.7% | $4,850-70.5% | $9,541-85.0% |