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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 | $14,183 | $76,551-81.5% | $123,894-88.6% | $62,881-77.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 11.10% | 18.68%-7.6pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $1,612 | $2,882-44.1% | $4,617-65.1% | $2,281-29.3% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,104 | $4,826-77.1% | $8,357-86.8% | $4,296-74.3% |