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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 | $9,120 | $60,349-84.9% | $74,184-87.7% | $62,881-85.5% |
| Participation rate | 85.2% | 72.7%+12.5pp | 76.6%+8.6pp | 69.3%+15.9pp |
| Annual return | 0.00% | 21.38%-21.4pp | 17.74%-17.7pp | 20.14%-20.1pp |
| Employer contribution / active EE | $8,338 | $1,680+396.2% | $2,370+251.8% | $2,281+265.5% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,219 | $4,261-71.4% | $5,586-78.2% | $4,296-71.6% |