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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 | $9,645 | $87,037-88.9% | $106,201-90.9% | $80,874-88.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 30.19% | 17.05%+13.1pp | 116.26%-86.1pp | 35.62%-5.4pp |
| Employer contribution / active EE | $3,245 | $2,396+35.4% | $3,170+2.4% | $2,756+17.8% |
| Participant deferral / active EE | $6,488 | $3,986+62.8% | $5,012+29.4% | $4,297+51.0% |
| Admin fee / account holder | $642 | $8,434-92.4% | $11,039-94.2% | $6,935-90.7% |