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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 | $16,017 | $53,412-70.0% | $68,509-76.6% | $52,331-69.4% |
| Participation rate | 93.5% | 71.7%+21.9pp | 74.7%+18.8pp | 68.1%+25.4pp |
| Annual return | -0.40% | 3.42%-3.8pp | 8.27%-8.7pp | 4.54%-4.9pp |
| Employer contribution / active EE | $976 | $1,607-39.3% | $2,278-57.2% | $1,882-48.1% |
| Participant deferral / active EE | $0 | $2,688-100.0% | $3,382-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1,998 | $461+333.4% | $5,275-62.1% | $592+237.7% |