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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 | $15,571 | $86,701-82.0% | $73,309-78.8% | $125,389-87.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | 2.00% | 2.78%-0.8pp | 5.67%-3.7pp | 282.24%-280.2pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,087 | $5,549-62.4% | $4,991-58.2% | $5,352-61.0% |
| Admin fee / account holder | $1,812 | $7,768-76.7% | $5,635-67.8% | $9,541-81.0% |