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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 | $20,024 | $71,873-72.1% | $86,698-76.9% | $68,490-70.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | 0.90% | 3.54%-2.6pp | 35.96%-35.1pp | -7.85%+8.7pp |
| Employer contribution / active EE | $4,842 | $2,173+122.8% | $2,837+70.7% | $2,597+86.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $409 | $6,110-93.3% | $7,492-94.5% | $5,403-92.4% |