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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 | $15,423 | $135,956-88.7% | $123,894-87.6% | $273,972-94.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.06% | 56.63%-46.6pp | 47.52%-37.5pp | 41.46%-31.4pp |
| Employer contribution / active EE | $3,128 | $5,170-39.5% | $4,617-32.2% | $4,869-35.8% |
| Participant deferral / active EE | $3,670 | $6,343-42.1% | $5,984-38.7% | $5,287-30.6% |
| Admin fee / account holder | $4,641 | $9,817-52.7% | $8,357-44.5% | $10,133-54.2% |