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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 | $6,417 | $215,361-97.0% | $171,082-96.2% | $273,972-97.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.33% | 25.14%-17.8pp | 32.56%-25.2pp | 41.46%-34.1pp |
| Employer contribution / active EE | $1,268 | $4,967-74.5% | $4,002-68.3% | $4,869-74.0% |
| Participant deferral / active EE | $1,592 | $5,543-71.3% | $4,797-66.8% | $5,287-69.9% |
| Admin fee / account holder | $16,142 | $10,846+48.8% | $8,520+89.5% | $10,133+59.3% |