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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 | $11,078 | $49,177-77.5% | $79,467-86.1% | $64,173-82.7% |
| Participation rate | 94.5% | 65.0%+29.5pp | 73.3%+21.2pp | 69.6%+25.0pp |
| Annual return | 0.07% | -1.16%+1.2pp | 718.30%-718.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,106 | $2,076-46.7% | $2,800-60.5% | $2,381-53.5% |
| Participant deferral / active EE | $2,327 | $2,821-17.5% | $3,704-37.2% | $3,470-32.9% |
| Admin fee / account holder | $3,638 | $3,839-5.2% | $5,104-28.7% | $4,887-25.6% |