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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 | $15,804 | $153,311-89.7% | $109,313-85.5% | $273,972-94.2% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 4.96% | 29.86%-24.9pp | 22.07%-17.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $754 | $5,619-86.6% | $3,892-80.6% | $4,869-84.5% |
| Participant deferral / active EE | $564 | $3,932-85.6% | $3,166-82.2% | $5,287-89.3% |
| Admin fee / account holder | $4,809 | $8,076-40.4% | $5,666-15.1% | $10,133-52.5% |