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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 | $11,464 | $153,311-92.5% | $109,313-89.5% | $273,972-95.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 2.16% | 29.86%-27.7pp | 22.07%-19.9pp | 41.46%-39.3pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $3,892-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,127 | $3,932-45.9% | $3,166-32.8% | $5,287-59.8% |
| Admin fee / account holder | $1,317 | $8,076-83.7% | $5,666-76.8% | $10,133-87.0% |