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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 | $16,525 | $72,492-77.2% | $87,102-81.0% | $72,983-77.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 23.58% | 24.46%-0.9pp | 28.19%-4.6pp | 81.01%-57.4pp |
| Employer contribution / active EE | $589 | $1,894-68.9% | $2,521-76.7% | $2,440-75.9% |
| Participant deferral / active EE | $1,713 | $3,270-47.6% | $4,048-57.7% | $3,608-52.5% |
| Admin fee / account holder | $3,918 | $5,055-22.5% | $7,491-47.7% | $5,124-23.5% |