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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 | $24,655 | $136,307-81.9% | $106,619-76.9% | $273,972-91.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 1.87% | 11.05%-9.2pp | 9.42%-7.5pp | 41.46%-39.6pp |
| Employer contribution / active EE | $4,026 | $5,190-22.4% | $3,947+2.0% | $4,869-17.3% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $30,855 | $8,625+257.7% | $6,418+380.7% | $10,133+204.5% |