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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 | $8,344 | $70,486-88.2% | $100,535-91.7% | $79,856-89.6% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 20.01% | 21.90%-1.9pp | 30.90%-10.9pp | 31.71%-11.7pp |
| Employer contribution / active EE | $1,451 | $2,165-33.0% | $3,419-57.6% | $2,471-41.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $361 | $4,480-91.9% | $8,085-95.5% | $5,306-93.2% |