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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 | $14,148 | $62,583-77.4% | $76,767-81.6% | $64,173-78.0% |
| Participation rate | 87.1% | 72.8%+14.3pp | 77.0%+10.1pp | 69.6%+17.5pp |
| Annual return | 2.93% | -1.95%+4.9pp | 2.43%+0.5pp | 7.63%-4.7pp |
| Employer contribution / active EE | $1,027 | $1,832-43.9% | $2,485-58.7% | $2,381-56.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $6,287 | $4,667+34.7% | $6,675-5.8% | $4,887+28.6% |