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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 | $18,397 | $58,828-68.7% | $78,002-76.4% | $62,881-70.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.54% | 17.16%-9.6pp | 425.99%-418.5pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,736 | $1,672+3.8% | $2,470-29.7% | $2,281-23.9% |
| Participant deferral / active EE | $0 | $2,686-100.0% | $3,497-100.0% | $3,203-100.0% |
| Admin fee / account holder | $952 | $4,393-78.3% | $5,481-82.6% | $4,296-77.8% |