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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 | $3,813 | $110,337-96.5% | $102,383-96.3% | $145,877-97.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 25.62% | 24.83%+0.8pp | 24.94%+0.7pp | 551.28%-525.7pp |
| Employer contribution / active EE | $2,378 | $4,216-43.6% | $3,870-38.5% | $4,663-49.0% |
| Participant deferral / active EE | $1,938 | $5,621-65.5% | $5,060-61.7% | $6,691-71.0% |
| Admin fee / account holder | $821 | $9,750-91.6% | $8,391-90.2% | $13,402-93.9% |