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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 | $10,116 | $155,555-93.5% | $146,866-93.1% | $155,188-93.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 11.42% | 115.41%-104.0pp | 102.85%-91.4pp | 148.84%-137.4pp |
| Employer contribution / active EE | $3,157 | $4,647-32.0% | $4,425-28.6% | $4,248-25.7% |
| Participant deferral / active EE | $0 | $8,044-100.0% | $7,759-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,663 | $14,755-88.7% | $13,620-87.8% | $14,480-88.5% |