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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 | $19,235 | $88,707-78.3% | $74,184-74.1% | $273,972-93.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.98% | 11.94%-4.0pp | 17.74%-9.8pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,380 | $3,159-56.3% | $2,370-41.8% | $4,869-71.7% |
| Participant deferral / active EE | $2,490 | $4,212-40.9% | $3,550-29.9% | $5,287-52.9% |
| Admin fee / account holder | $1,637 | $8,717-81.2% | $5,586-70.7% | $10,133-83.8% |