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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 | $17,635 | $140,578-87.5% | $100,671-82.5% | $125,389-85.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 1.92% | 24.67%-22.8pp | 20.43%-18.5pp | 282.24%-280.3pp |
| Employer contribution / active EE | $2,098 | $5,965-64.8% | $4,012-47.7% | $4,866-56.9% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $800 | $6,716-88.1% | $4,850-83.5% | $9,541-91.6% |