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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 | $10,020 | $43,075-76.7% | $74,577-86.6% | $62,881-84.1% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.1%+31.9pp | 69.3%+30.7pp |
| Annual return | 16.16% | 17.50%-1.3pp | 20.47%-4.3pp | 20.14%-4.0pp |
| Employer contribution / active EE | $1,161 | $1,498-22.5% | $2,525-54.0% | $2,281-49.1% |
| Participant deferral / active EE | $0 | $2,389-100.0% | $3,458-100.0% | $3,203-100.0% |
| Admin fee / account holder | $563 | $2,840-80.2% | $4,138-86.4% | $4,296-86.9% |