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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 | $2,991 | $87,546-96.6% | $75,784-96.1% | $125,389-97.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 3.12% | 13.49%-10.4pp | 9.68%-6.6pp | 282.24%-279.1pp |
| Employer contribution / active EE | $2,975 | $3,930-24.3% | $3,323-10.5% | $4,866-38.9% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,805 | $6,503-56.9% | $5,300-47.1% | $9,541-70.6% |