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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 | $8,088 | $215,361-96.2% | $171,082-95.3% | $273,972-97.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 2.03% | 25.14%-23.1pp | 32.56%-30.5pp | 41.46%-39.4pp |
| Employer contribution / active EE | $2,685 | $4,967-45.9% | $4,002-32.9% | $4,869-44.9% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,595 | $10,846-66.9% | $8,520-57.8% | $10,133-64.5% |