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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 | $8,969 | $57,541-84.4% | $95,740-90.6% | $75,173-88.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.91% | 34.93%-19.0pp | 28.41%-12.5pp | 160.72%-144.8pp |
| Employer contribution / active EE | $3,027 | $1,808+67.4% | $2,836+6.7% | $2,671+13.3% |
| Participant deferral / active EE | $0 | $3,074-100.0% | $4,244-100.0% | $4,126-100.0% |
| Admin fee / account holder | $551 | $4,099-86.6% | $5,676-90.3% | $5,651-90.2% |