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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 | $6,394 | $64,311-90.1% | $57,356-88.9% | $125,389-94.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.93% | 25.14%-23.2pp | 24.41%-22.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,325 | $3,193-27.2% | $2,689-13.5% | $4,866-52.2% |
| Participant deferral / active EE | $0 | $3,846-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $7,439 | $5,243+41.9% | $3,357+121.6% | $9,541-22.0% |