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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 | $6,245 | $52,379-88.1% | $46,225-86.5% | $273,972-97.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.5%+20.5pp | 83.0%+17.0pp |
| Annual return | 5.16% | 7.23%-2.1pp | 7.57%-2.4pp | 41.46%-36.3pp |
| Employer contribution / active EE | $1,831 | $4,226-56.7% | $3,424-46.5% | $4,869-62.4% |
| Participant deferral / active EE | $0 | $4,660-100.0% | $3,776-100.0% | $5,287-100.0% |
| Admin fee / account holder | $7,296 | $4,652+56.8% | $3,519+107.3% | $10,133-28.0% |