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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 | $5,321 | $53,596-90.1% | $90,657-94.1% | $64,173-91.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 0.38% | 4.41%-4.0pp | 1.89%-1.5pp | 7.63%-7.3pp |
| Employer contribution / active EE | $938 | $1,503-37.6% | $2,532-63.0% | $2,381-60.6% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $785 | $3,868-79.7% | $4,994-84.3% | $4,887-83.9% |