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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 | $5,900 | $99,345-94.1% | $84,753-93.0% | $273,972-97.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.80% | 22.93%-16.1pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,224 | $4,214-70.9% | $3,574-65.7% | $4,869-74.9% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $538 | $6,645-91.9% | $5,333-89.9% | $10,133-94.7% |