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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 | $15,841 | $140,578-88.7% | $100,671-84.3% | $125,389-87.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 0.74% | 24.67%-23.9pp | 20.43%-19.7pp | 282.24%-281.5pp |
| Employer contribution / active EE | $2,792 | $5,965-53.2% | $4,012-30.4% | $4,866-42.6% |
| Participant deferral / active EE | $625 | $3,981-84.3% | $3,144-80.1% | $5,352-88.3% |
| Admin fee / account holder | $855 | $6,716-87.3% | $4,850-82.4% | $9,541-91.0% |