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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 | $6,633 | $76,551-91.3% | $123,894-94.6% | $62,881-89.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 17.17% | 18.68%-1.5pp | 47.52%-30.3pp | 20.14%-3.0pp |
| Employer contribution / active EE | $1,087 | $2,882-62.3% | $4,617-76.5% | $2,281-52.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $609 | $4,826-87.4% | $8,357-92.7% | $4,296-85.8% |