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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 | $7,263 | $211,224-96.6% | $178,505-95.9% | $145,897-95.0% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.54% | 30.28%-17.7pp | 27.16%-14.6pp | 552.29%-539.8pp |
| Employer contribution / active EE | $1,275 | $4,577-72.1% | $3,955-67.8% | $4,663-72.7% |
| Participant deferral / active EE | $2,886 | $6,966-58.6% | $6,280-54.0% | $6,689-56.9% |
| Admin fee / account holder | $524 | $12,109-95.7% | $10,428-95.0% | $13,390-96.1% |