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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 | $20,455 | $87,060-76.5% | $105,591-80.6% | $80,911-74.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 11.09% | 17.05%-6.0pp | 116.43%-105.3pp | 35.63%-24.5pp |
| Employer contribution / active EE | $667 | $2,396-72.2% | $3,166-78.9% | $2,756-75.8% |
| Participant deferral / active EE | $0 | $3,986-100.0% | $5,008-100.0% | $4,297-100.0% |
| Admin fee / account holder | $573 | $8,442-93.2% | $11,024-94.8% | $6,935-91.7% |