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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 | $9,798 | $110,379-91.1% | $102,412-90.4% | $145,884-93.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.04% | 24.84%-15.8pp | 24.94%-15.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,885 | $4,216-55.3% | $3,870-51.3% | $4,662-59.6% |
| Participant deferral / active EE | $3,210 | $5,622-42.9% | $5,060-36.6% | $6,690-52.0% |
| Admin fee / account holder | $547 | $9,745-94.4% | $8,388-93.5% | $13,392-95.9% |