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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 | $11,684 | $49,791-76.5% | $78,210-85.1% | $70,126-83.3% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 0.00% | 20.75%-20.7pp | 40.90%-40.9pp | 73.15%-73.1pp |
| Employer contribution / active EE | $1,481 | $1,430+3.6% | $2,034-27.1% | $2,343-36.8% |
| Participant deferral / active EE | $2,980 | $2,150+38.6% | $2,823+5.6% | $3,332-10.6% |
| Admin fee / account holder | $583 | $3,181-81.7% | $3,758-84.5% | $4,645-87.5% |