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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 | $11,842 | $41,377-71.4% | $109,313-89.2% | $62,881-81.2% |
| Participation rate | 75.0% | 57.5%+17.5pp | 71.3%+3.7pp | 69.3%+5.7pp |
| Annual return | 5.74% | 11.05%-5.3pp | 22.07%-16.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $952 | $1,276-25.4% | $3,892-75.5% | $2,281-58.3% |
| Participant deferral / active EE | $0 | $2,045-100.0% | $3,166-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,166 | $2,884-59.6% | $5,666-79.4% | $4,296-72.9% |