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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 | $13,607 | $46,877-71.0% | $122,354-88.9% | $70,126-80.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 17.23% | 24.22%-7.0pp | 30.28%-13.1pp | 73.15%-55.9pp |
| Employer contribution / active EE | $261 | $1,288-79.8% | $4,051-93.6% | $2,343-88.9% |
| Participant deferral / active EE | $0 | $2,167-100.0% | $3,287-100.0% | $3,332-100.0% |
| Admin fee / account holder | $742 | $3,324-77.7% | $5,479-86.5% | $4,645-84.0% |