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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 | $4,560 | $57,969-92.1% | $76,327-94.0% | $80,935-94.4% |
| Participation rate | 90.9% | 73.7%+17.2pp | 79.2%+11.7pp | 67.7%+23.2pp |
| Annual return | 0.00% | 15.90%-15.9pp | 13.79%-13.8pp | 35.66%-35.7pp |
| Employer contribution / active EE | $1,848 | $3,570-48.2% | $4,584-59.7% | $2,757-33.0% |
| Participant deferral / active EE | $2,572 | $3,814-32.6% | $5,478-53.1% | $4,299-40.2% |
| Admin fee / account holder | $446 | $5,670-92.1% | $5,139-91.3% | $6,924-93.6% |