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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 | $701 | $94,439-99.3% | $73,658-99.0% | $154,746-99.5% |
| Participation rate | 95.0% | 64.7%+30.3pp | 57.0%+38.0pp | 80.7%+14.3pp |
| Annual return | 11.89% | 28.25%-16.4pp | 29.72%-17.8pp | 172.34%-160.4pp |
| Employer contribution / active EE | $0 | $1,257-100.0% | $1,032-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $361 | $2,527-85.7% | $2,062-82.5% | $6,730-94.6% |
| Admin fee / account holder | $1,252 | $3,843-67.4% | $3,357-62.7% | $14,365-91.3% |