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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 | $18,797 | $71,208-73.6% | $93,681-79.9% | $80,911-76.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.96% | 11.27%+3.7pp | 133.47%-118.5pp | 35.63%-20.7pp |
| Employer contribution / active EE | $2,050 | $1,564+31.0% | $2,422-15.4% | $2,756-25.6% |
| Participant deferral / active EE | $2,944 | $4,035-27.0% | $4,415-33.3% | $4,297-31.5% |
| Admin fee / account holder | $552 | $6,951-92.1% | $8,290-93.3% | $6,935-92.0% |