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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 | $12,631 | $211,946-94.0% | $169,452-92.5% | $135,382-90.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.94% | 3.26%-1.3pp | 1.83%+0.1pp | 519.77%-517.8pp |
| Employer contribution / active EE | $888 | $5,117-82.6% | $4,157-78.6% | $4,779-81.4% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,407 | $11,472-61.6% | $9,110-51.6% | $10,829-59.3% |