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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 | $106,864-88.9% | $147,318-91.9% | $82,637-85.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 24.16% | 27.49%-3.3pp | 70.43%-46.3pp | 53.51%-29.3pp |
| Employer contribution / active EE | $1,193 | $3,417-65.1% | $4,593-74.0% | $2,552-53.3% |
| Participant deferral / active EE | $3,549 | $6,496-45.4% | $7,906-55.1% | $4,126-14.0% |
| Admin fee / account holder | $1,671 | $8,415-80.1% | $13,708-87.8% | $7,339-77.2% |