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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 | $9,802 | $127,387-92.3% | $115,038-91.5% | $125,389-92.2% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -3.01% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $900 | $5,166-82.6% | $4,608-80.5% | $4,866-81.5% |
| Participant deferral / active EE | $1,982 | $6,423-69.1% | $6,026-67.1% | $5,352-63.0% |
| Admin fee / account holder | $319 | $9,516-96.7% | $8,175-96.1% | $9,541-96.7% |