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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 | $6,108 | $55,902-89.1% | $76,030-92.0% | $80,959-92.5% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 14.05% | 20.59%-6.5pp | 361.54%-347.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $2,126 | $1,867+13.9% | $2,688-20.9% | $2,757-22.9% |
| Participant deferral / active EE | $2,598 | $3,051-14.8% | $4,257-39.0% | $4,300-39.6% |
| Admin fee / account holder | $2,092 | $5,239-60.1% | $6,421-67.4% | $6,925-69.8% |