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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 | $17,182 | $72,492-76.3% | $87,102-80.3% | $72,983-76.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 24.46%-24.5pp | 28.19%-28.2pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,000 | $1,894-47.2% | $2,521-60.3% | $2,440-59.0% |
| Participant deferral / active EE | $1,590 | $3,270-51.4% | $4,048-60.7% | $3,608-55.9% |
| Admin fee / account holder | $484 | $5,055-90.4% | $7,491-93.5% | $5,124-90.6% |