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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 | $11,863 | $106,749-88.9% | $145,433-91.8% | $82,448-85.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.16% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,193 | $3,444-65.4% | $4,554-73.8% | $2,551-53.2% |
| Participant deferral / active EE | $3,549 | $6,519-45.6% | $7,897-55.1% | $4,139-14.3% |
| Admin fee / account holder | $1,671 | $8,390-80.1% | $13,129-87.3% | $7,234-76.9% |