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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 | $8,420 | $40,275-79.1% | $57,356-85.3% | $59,633-85.9% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 4.32% | 27.52%-23.2pp | 24.41%-20.1pp | 2041.45%-2037.1pp |
| Employer contribution / active EE | $1,328 | $1,921-30.9% | $2,689-50.6% | $2,203-39.7% |
| Participant deferral / active EE | $2,842 | $2,400+18.4% | $3,162-10.1% | $3,192-10.9% |
| Admin fee / account holder | $2,502 | $2,820-11.3% | $3,357-25.5% | $4,297-41.8% |