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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 | $7,220 | $90,486-92.0% | $78,676-90.8% | $273,972-97.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 20.74% | 75.62%-54.9pp | 62.19%-41.5pp | 41.46%-20.7pp |
| Employer contribution / active EE | $1,416 | $3,175-55.4% | $2,850-50.3% | $4,869-70.9% |
| Participant deferral / active EE | $3,370 | $3,901-13.6% | $3,517-4.2% | $5,287-36.3% |
| Admin fee / account holder | $5,118 | $5,263-2.8% | $4,510+13.5% | $10,133-49.5% |