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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 | $12,752 | $72,404-82.4% | $110,241-88.4% | $64,181-80.1% |
| Participation rate | 98.9% | 73.3%+25.5pp | 79.8%+19.0pp | 69.6%+29.3pp |
| Annual return | 6.90% | -6.29%+13.2pp | 314.75%-307.8pp | 7.63%-0.7pp |
| Employer contribution / active EE | $1,364 | $2,282-40.2% | $3,827-64.4% | $2,381-42.7% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,672-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,350 | $5,664-76.2% | $8,548-84.2% | $4,887-72.4% |