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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 | $8,401 | $69,541-87.9% | $59,899-86.0% | $135,380-93.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.86% | 7.95%+4.9pp | 3.46%+9.4pp | 519.81%-506.9pp |
| Employer contribution / active EE | $1,425 | $3,236-56.0% | $2,723-47.7% | $4,779-70.2% |
| Participant deferral / active EE | $1,351 | $4,206-67.9% | $3,402-60.3% | $5,609-75.9% |
| Admin fee / account holder | $711 | $5,737-87.6% | $3,592-80.2% | $10,828-93.4% |