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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 | $12,388 | $56,894-78.2% | $84,753-85.4% | $62,881-80.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 26.53% | 6.30%+20.2pp | 22.78%+3.7pp | 20.14%+6.4pp |
| Employer contribution / active EE | $1,772 | $2,400-26.2% | $3,574-50.4% | $2,281-22.3% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $307 | $3,581-91.4% | $5,333-94.2% | $4,296-92.9% |