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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 | $13,633 | $99,345-86.3% | $84,753-83.9% | $273,972-95.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 19.04% | 22.93%-3.9pp | 22.78%-3.7pp | 41.46%-22.4pp |
| Employer contribution / active EE | $772 | $4,214-81.7% | $3,574-78.4% | $4,869-84.1% |
| Participant deferral / active EE | $3,090 | $4,270-27.6% | $3,712-16.8% | $5,287-41.6% |
| Admin fee / account holder | $698 | $6,645-89.5% | $5,333-86.9% | $10,133-93.1% |