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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 | $12,740 | $48,076-73.5% | $78,693-83.8% | $62,891-79.7% |
| Participation rate | 97.5% | 65.2%+32.3pp | 73.6%+23.9pp | 69.3%+28.2pp |
| Annual return | 8.33% | 31.35%-23.0pp | 62.18%-53.9pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,747 | $2,015+36.3% | $2,850-3.6% | $2,281+20.4% |
| Participant deferral / active EE | $0 | $2,588-100.0% | $3,517-100.0% | $3,203-100.0% |
| Admin fee / account holder | $817 | $3,207-74.5% | $4,511-81.9% | $4,296-81.0% |