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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 | $16,722 | $72,273-76.9% | $101,275-83.5% | $79,856-79.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.90% | 22.30%-11.4pp | 46.48%-35.6pp | 31.71%-20.8pp |
| Employer contribution / active EE | $1,350 | $2,691-49.8% | $3,660-63.1% | $2,471-45.4% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $949 | $4,401-78.4% | $5,948-84.0% | $5,306-82.1% |