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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 | $9,414 | $41,377-77.2% | $109,313-91.4% | $62,881-85.0% |
| Participation rate | 97.8% | 57.5%+40.3pp | 71.3%+26.6pp | 69.3%+28.5pp |
| Annual return | 0.00% | 11.05%-11.0pp | 22.07%-22.1pp | 20.14%-20.1pp |
| Employer contribution / active EE | $2,061 | $1,276+61.5% | $3,892-47.0% | $2,281-9.6% |
| Participant deferral / active EE | $2,029 | $2,045-0.8% | $3,166-35.9% | $3,203-36.6% |
| Admin fee / account holder | $474 | $2,884-83.6% | $5,666-91.6% | $4,296-89.0% |