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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 | $6,332 | $64,311-90.2% | $57,356-89.0% | $125,389-95.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -0.84% | 25.14%-26.0pp | 24.41%-25.2pp | 282.24%-283.1pp |
| Employer contribution / active EE | $2,164 | $3,193-32.2% | $2,689-19.5% | $4,866-55.5% |
| Participant deferral / active EE | $5,302 | $3,846+37.8% | $3,162+67.7% | $5,352-0.9% |
| Admin fee / account holder | $6,204 | $5,243+18.3% | $3,357+84.8% | $9,541-35.0% |