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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 | $13,778 | $54,541-74.7% | $78,778-82.5% | $70,126-80.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 12.87% | 21.07%-8.2pp | 35.62%-22.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $500 | $1,089-54.1% | $1,986-74.8% | $2,343-78.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $741 | $3,709-80.0% | $5,134-85.6% | $4,645-84.1% |