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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 | $9,561 | $77,817-87.7% | $123,553-92.3% | $64,173-85.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 13.16% | 12.49%+0.7pp | 119.21%-106.0pp | 7.63%+5.5pp |
| Employer contribution / active EE | $1,415 | $3,014-53.0% | $4,628-69.4% | $2,381-40.6% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,095 | $5,519-80.2% | $9,284-88.2% | $4,887-77.6% |