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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 | $11,680 | $211,946-94.5% | $169,452-93.1% | $135,380-91.4% |
| Participation rate | 73.7% | 82.6%-8.9pp | 77.8%-4.1pp | 82.6%-9.0pp |
| Annual return | 0.59% | 3.26%-2.7pp | 1.83%-1.2pp | 519.81%-519.2pp |
| Employer contribution / active EE | $940 | $5,117-81.6% | $4,157-77.4% | $4,779-80.3% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $766 | $11,472-93.3% | $9,110-91.6% | $10,828-92.9% |