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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 | $9,859 | $39,132-74.8% | $57,196-82.8% | $62,881-84.3% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.03% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,257 | $1,874-32.9% | $2,683-53.1% | $2,281-44.9% |
| Participant deferral / active EE | $1,872 | $2,374-21.2% | $3,096-39.5% | $3,203-41.6% |
| Admin fee / account holder | $5,770 | $2,594+122.4% | $3,141+83.7% | $4,296+34.3% |